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

To: Bill Harmond who wrote (39912)	2/13/1999 8:30:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Internet companies will see new highs in due course, and may prove to be amazingly strong through here. Their models are sound (yes, Glen, sound), and their growth rates are simply staggering. We are very early in this game. William, I am long AOL and YHOO. They are sound. AMZN is not sound. Not even close. I do not believe it will be a lot longer before my win of that bet is clear;-) Glenn

To: Bill Harmond who wrote (39912)	2/13/1999 8:45:00 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

William, <I said that before this bond market trouble, > The tumble in amzn started and went on weeks before Friday's bond trouble. What I think the supporters of amzn should find troubling is that the stock price dropped despite the company's outstanding performance in its supposed metric (revenue growth, new customers). The financing that MS secured for amzn should have been a positive. (now the bond buyers must really feel like idiots especially with up tick in rates - of course they are just playing with other people's money). But even with the cash infusion, revenue and customer growth, addition of warehouses, expansion in Europe, the market seems skeptical. Possibly I am talking from my short position here. Sometimes personal bias clouds vision. -Sarmad

To: Bill Harmond who wrote (39912)	2/13/1999 8:55:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

William, How long do you believe it will take these people to capture the lion's share of the international market in books, music and video? bol.e-dialog.com

To: Bill Harmond who wrote (39912)	2/14/1999 12:40:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>> Their models are sound (yes, Glen, sound), and their growth rates are simply staggering. We are very early in this game.<< William understands that their growth rates are simply staggering. While Glenn would prefer the "Thing" simply make a profit, before the speculators gave it a market cap greater than Norways GNP. You'll both be right. William will continue to see his growth rate, and Glenn will see a more moderate market cap. After all. 600 to 300 in 1 month is, going in the direction that Glenn thinks it deserves. Don't you both think?