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


To: Bill Harmond who wrote (44319)3/6/1999 10:36:00 PM
From: Sarmad Y. Hermiz  Respond to of 164684
 
>> That's alot to fight. You can short Amazon and have your small victories from time to time, but I think you're spinning your wheels and wasting your focus. You would be far better-off going long and going fishing.
>>

Thanks for advice. Many times I think you are quite right. But not next week, unless Blodgett comes out with his initial report for Merril. Though I would guess he will wait for a lower entry point for his new clients.



To: Bill Harmond who wrote (44319)3/7/1999 10:29:00 AM
From: tonyt  Read Replies (1) | Respond to of 164684
 
>Merrill replaced its analyst for being a cementhead with one of
>Amazon's most ardent bulls.

I wouldn't place too much on ML's faith in the WEB as they still don't have an on-line trading site.



To: Bill Harmond who wrote (44319)3/7/1999 10:30:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 

All I can say is that you are dwelling on the central issue. We have completely different
projections of the outcome because I think that Amazon will emerge at the end of this
spending spree as the still-dominant electronic retailing portal on earth.


William,

I just want to state that after I replied to Frost Byte, I have no quibble with your comment. I disagree with what you believe but that is what makes a market and we all should have our opinions. You did not state erroneous "facts."

The Street was willing to give them four times as long as Amazon thinks is necessary to
turn profitable, when they offered the $5 billion. Joy Covey herself said just last month
that they recently recognized that the opportunity is far greater than they envisioned and
will be spending even faster.


I do not believe The Street will give them much longer if sequential revenue slows. Again, opinions only.

That's alot to fight. You can short Amazon and have your small victories from time to
time, but I think you're spinning your wheels and wasting your focus. You would be far
better-off going long, then going fishing.


Downside risk is equally as large as upside potential.

Glenn

PS Good Morning:-)



To: Bill Harmond who wrote (44319)3/7/1999 10:35:00 AM
From: Jan Crawley  Read Replies (1) | Respond to of 164684
 
You would be far better-off going long, then going fishing.

Ok, William and Sarmad, I think I got it.

I have not paid much attention to Amazon, the company for a while, it just does not matter to me how and what it will be in 5 years. I watch Amzn, the stock prices, very closely.

A couple of weeks ago you told me that it's not just the stock prices, it's the players.

The Amzn card table attracts crowds and big players, the long/short traders, simply becoz the big $$$ sign. The price swings are absolutely vital.

p.s. I don't like fishing and no way I will just buy and go fishing.