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

To: Frost Byte who wrote (44367)	3/7/1999 12:55:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Quote from Mary Meeker on Amazon.com: "In Bezos' words, e-commerce hit an inflection point in CQ4...but that's not enough, the company wants more, more, more, fast, fast, fast - like tens of millions of annuity like customers buying tens to hundreds of different products. Like tens of highly automoated distribution centers around the globe. And yes, how are they going to get there? Spend, spend, spend, fast, fast, fast, fast. It's a classic "spend to the opportunity" endeavor, and the metrics and the instincts are pointed to a very large opportunity." Frost, I really do not care what Mary Meeker has to say. She means nothing to me. The firm for which she works just received $180 million for the junk bonds just issued which is really a secondary. Is she going to say something bad dfter her firm underwrote these bonds? Let's here something about what you have to say. Let's hear how you interpret the 10Q. The prior 8Ks and the prior 10Ks. I am more interested in your beliefs than I am from any analyst. You care how the company does or you suffer assuming you have a position. Mary Meeker and the rest of the group of analysts are not permitted by law to own a position. Their employers are and that is how they make their money. I would prefer to hear what you believe based on the facts you see in the reporting. Not based on the slant placed on the facts by the analysts. Glenn