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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Steve Yuan who wrote (31947)	12/31/1998 10:27:00 AM
From: Raymund W	Respond to of 164684

Here's an interesting quote I just read in the January 1999 edition of Michigan ComputerUser Magazine. It's from an interview with Peter Karmanos, Jr., who is the chairman, CEO, and cofounder of Compuware Corporation. "Amazon looks like a bookstore. Nobody knows it's a server."

To: Steve Yuan who wrote (31947)	12/31/1998 10:54:00 AM
From: Mark Fowler	Respond to of 164684

long i prefer and ,however, on Amzn there are times it pays to be short too. I'm doing this for a short term trade with a few shares as a hedge.

To: Steve Yuan who wrote (31947)	12/31/1998 11:09:00 AM
From: CMon	Respond to of 164684

If you want to talk in terms of supply/demand dynamics and trading go ahead. But the minute you start talking about the products AMZN sells or will sell you are talking about the business model and investing instead of trading. One can make arguments to be long AMZN based on trading dynamics. I have no opinion there, but I'm certain that there's no way to know for sure when the music will stop. As for DELL. Yes they're an overvalued commodity producer. They do it better than anybody, but the competition will eventually figure it out. I wouldn't short them, but would you LBO the business at this valuation as opposed to buying the stock to sell to other momentum buyers? In any event: we're not talking about a comparable degree of overvaluation when we compare DELL and CSCO to AMZN. They are leagues apart on the insanity scale.