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To: Smart Investor who wrote (19173)	1/26/1999 8:25:00 PM
From: freeus	Respond to of 27307

rewarnings to "investors" Sounds like lawyer talk to me. I understand that maybe long term investors should have a small position in amzn ( and maybe yahoo maybe not) but speculators? nonsense, these stocks are a speculators dream!!!!!! Freeus

To: Smart Investor who wrote (19173)	1/26/1999 8:33:00 PM
From: oldcrow	Read Replies (4) \| Respond to of 27307

Smart Investor, I've been thinking, The problem with you shorts is your paradigm. You all operate from the viewpoint that net stocks will ultimately fail. Shorts refuse to accept that a revolution in commerce has occurred. You can't turn it back. It's here. Years back, don't you remember all of the grief that ATM machines took? Oh who's gonna use those things...they're not safe... they'll screw up my account....I'm sticking with a live person....these machines won't last more than a year.... ...well...it's been well over a year, and they have become a part of essentially everyones lives...people are even doing their banking over the net now. Shorts might do well to play the downside following major media announcements, but adopting a long term short strategy just simply won't work. re: AMZN 1) who started the rumor about comments like that from Bezos ?(give us a break) 2) AMZN shorts continue to ignore the underlying growth that has just been reported.... 3) nearly 65% customer repeat sales (talk about loyalty!) 4) How many hundred % revenue growth yr over yr? 5) just announced they're going to grow revenue sequentially (ooops...so much for a bad qtr next round) 6) and look at the shorts cling to the notion of low margin...well, keep on ignoring the fact that infrastructure is still being developed, that distribution channels and staffing are still being optimized, that brand name is still being developed, that the business is still being expanded into new markets...and over the next year as margins continue to improve (as management gets a handle on these areas) you better not be short.

To: Smart Investor who wrote (19173)	1/26/1999 9:17:00 PM
From: Jan Crawley	Respond to of 27307

Anybody has any comments on Amazon.com CEO Bezos's warning to small investors and speculators? Long term investors should have a very SMALL I do not think Bezos like the idea that small retail investors were buying Amzn at $150 to $190 on margins and are hurting!! Those people are his customers, they buy books/stocks..... Disclosure, I shorted 100 shares of Yhoo at $345 today!!