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

To: Victor Lazlo who wrote (34591)	1/12/1999 10:01:00 PM
From: Najib Mehanna	Read Replies (3) \| Respond to of 164684

My average price on amzn mid 30's why sell.....what if it drops to 100....i am still up 300% in 3 months .......I am holding.........bought .ycos at 52......still up 100% and i don't expect it to drop below 75$, cause if it does I am buying 500 more shares.......you bet amzn is overpriced, but you want high growth you pay a premium.......revenues increased 1100%, I will take 500% next year brings them to 3.5 bil, then I will take 100% year after 7 bil.......from 60 mil to 7 Bil in 4 years, I think amzn is still god long time hold, of couse anybody that paid 199 is insane, but when your price is so low, makes no sense to sell

To: Victor Lazlo who wrote (34591)	1/12/1999 10:02:00 PM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

Yahoo playing the numbers game again.. dartz.com In fact, after closely reading the earnings statement, I ran across the following statement: "Including the amortization of intangibles and one-time charges, the net income for the 4th quarter of 1998 was $18,525,000 or $0.16 per share diluted." All of a sudden, it looks as though Yahoo not only missed the high whisper number, but only matched analysts' expectations.

To: Victor Lazlo who wrote (34591)	1/12/1999 11:06:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 164684

Dreman has beaten the dow by about 2 % per year on average. Like I said, he is a good value investor. Nice of you to cut that part out. His returns are not great and you know it. Any tech investor who has stuck to with leaders and held for years, has hammered the dow. If your having trouble with this, take a look at what a portfolio of INTC, DELL, MSFT, ORCL, CPQ, AOL, CSCO, and EMC have done, compounding since early 1991. That is the reality that I, and many others have been dealing with.

To: Victor Lazlo who wrote (34591)	1/12/1999 11:28:00 PM
From: BGR	Read Replies (1) \| Respond to of 164684

Victor, Remember that adjusted for risk the returns of almost all portfolio managers equal (or are less than) the risk-free interest rate. It may just be that Eugene's risk preferences are different than Dreman's. I have very little knowledge of Drenan's portfolio parameters, but I would not be surprised if an obsessive indexer (like me, for example) finds Drenan's risk tolerances unacceptable. That, however, wouldn't invalidate either Eugene's, or Drenan's, or my investing philosophies. It would simply underscore the relative risk preferences, a matter of personal preference which is best kept out of international TV IMHO. -Apratim.