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

To: Sarmad Y. Hermiz who wrote (44923)	3/10/1999 12:57:00 AM
From: Banjo	Read Replies (1) \| Respond to of 164684

I just read the ML report from start to finish, and I must say that Blodget presents one of the best arguments that I have read thus far, esp for Amazon. Will trigger entire new rally/new highs in AMZN,YHOO,AOL.

To: Sarmad Y. Hermiz who wrote (44923)	3/10/1999 11:24:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 164684

The sales growth for the industry, and Amazon have been spectacular. The prediction of earnings upon which analysts base their price targets is a highly specualative assumption. Few are willing to discuss the basis for those assumptions: If sales do achieve the tens of billions that some analysts predict, then on what do they base their assumptions for margins? If they based their assumptions on conventional models for retail, the earnings power of Amazon.com and other e-tailers would be too high. Forget about reports from IBM, Arthur Anderson and others that suggest that e-tail margins will be much lower than traditional retail - to make any leaning toward those forecasts would doom these stocks to much lower values. The ANALS can have their cake and eat it too. Why bring in words of caution like "let's wait and see while sales and earnings materialize before we raise our target". Rah, rah, rah . . . Go Amazongonenutty.com!!! Upward to 142!!!