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


To: Rob S. who wrote (33191)1/7/1999 11:13:00 AM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
>>paying attention that this horse is developing a limp.<<
Glen and I wish someone would shoot the horse.
Anyone have a gun?



To: Rob S. who wrote (33191)1/7/1999 11:42:00 AM
From: Tom D  Read Replies (3) | Respond to of 164684
 
AMZN is not "just keeping up"

AMZN is NOT keeping up. If they were not adding new product lines, it would be easy to see that their growth in any single product line, such as books, is lagging overall internet ecommerce growth.

We don't know what Bezos told the institutional analysts yesterday morning. Must be something that changes the rules of the game, in order for them to drive the price up further.

I don't think we have the knowledge or tools to assess what AMZN will be like in a few years. But it is this future version, this dream, that we cannot see, because we are not on the inside, that is being bought into heavily by institutional investors.

Tom D




To: Rob S. who wrote (33191)1/7/1999 1:31:00 PM
From: Jan Crawley  Respond to of 164684
 
I think that the root of this current movements rests heavily with the 6.5M short(as of Dec. short interest reporting date.)

Those big/pro shorters have been holding their short holdings for a longggg time and have very low short averages. I guess when they finally all covered....



To: Rob S. who wrote (33191)1/8/1999 12:56:00 AM
From: Dwight E. Karlsen  Read Replies (2) | Respond to of 164684
 
The market remains grossly over-fixated on growth and fails to recognize the significance of the company's own admissions: that margins were adversely effected because of pricing pressures. Amazon bought business.

Yes, and what do the analysts have to say about this? In any other business but "internet", analysts would be woefully shaking their heads, some writing grim "research notes" full of cautionary statements to big-buck clients. These "research notes" would somehow make it into a journalist's notebook, a story would be written up about this dreadfully harmful situation, and the next day the stock would open down 5% on high volume.

But this is an INTERNET stock! Losing more money than ever is GOOD! After they "buy the world" with cutthroat pricing, then they will jack up the prices and everyone will have to pay up, and then the company will be "the next Microsoft", with a proprietary commodity and.....um let's see...I lost my train of thought. On second thought, just get on the train! Buy Amazon or miss out on the next Microsoft!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!