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

To: GST who wrote (44852)	3/9/1999 8:19:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Glenn -- < If the sector corrects, we believe the stocks of the weakest companies will drop 70% or more, and we don't think they will necessarily come back. > The question is, which ones are 'weak'? I think AMZN is a leading candidate. But current perception is that it is one of the 'strong'. GST, Amazon has the weakest fundamentals of any company I have ever seen. The perception is they are strong but I have difficulty seeing that. YHOO and AOL have a superior business model due to the type of business in which they are in. I am long as of today BCST and have no idea if it weak or strong. I am having a heck of a time understanding this industry group. Glenn