SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: Sarmad Y. Hermiz who wrote (46077)3/17/1999 12:29:00 AM
From: Rob S.  Respond to of 164684
 
Yes that makes sense. What makes sense is that it will be impossible to tell for quite a while just what the margins and bottom line will end up at five or ten years down the road (where Amazon is currently valued). That works to the advantage of further speculation in the stock. I think sales will continue to grow at a 200%-250% clip yr-to-yr for a while - probably through the 4th quarter of this year. But after that my bet is that sales taper off dramatically. Maybe they will before that, I can't tell and don't want to spend the time trying to figure it out. If you really want to figure out what is going on you can use some of the tactics of the best analysts - you gather information from a variety of sources and piece the fabric together into an accurate picture. But that sort of analysis takes someone who gets paid and has full time to devote to it. It also helps to be tied to the Investment brokerage whores so you can leverage their authority to get the inside tract from the company. People around here could get at a lot more information if they did some digging into the garbage bins around Amazon! Seriously, cultivating contacts with book distributors and publishers or AMZN employees would help. I know a couple employees but the information from them is wrong about half the time.