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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (21551)	1/8/1999 2:25:00 PM
From: davep	Read Replies (1) \| Respond to of 120523

SF,VRIO is up 50% for the week nothing goes up forever except AMZN-keep in mind moves in the i nets are purely based on gambling not fundamentals.Enjoy the ride up but know when to jump off cuz it'll be brutal.Ex: total book sales in the u.s.= 12 bil,AMZN market cap=25 bil aprx.AMZN just announced their profit margins are shrinking and they are losing money with no improvements in sight despite many new customers.AMZN doesn't have some proprietary technology they are merely a warehouse full of books.It is not exactly hard to duplicate this biz.In fact BKS just bought the ditributor that distributes 62% of all books.Do you think BKS will give AMZN a break on book prices?AMZN biz future looks questionable at best,its stock price insane.I dumped vrio@31.5 this a.m. and have played it from 21.75,it will go higher but i dont want to hold thru weekend pundits who may have a field day with this weeks i net mania.Anyway sorry for the ramble but a lot of good stocks like VRIO,DRIV are moving up in sympathy with the mania and they will surely follow on the way down.Lets hope we both jump off the train before that happens. BCST was up 100 bux earlier today!!!!