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

To: Cap_Loss_Cfwd who wrote (46161)	3/17/1999 1:08:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

Cap_Loss, >> If sales were booming would you be talking about terminating your ad agency?? This is the issue that keeps amzn from ascending to ever greater heights. But there is a little more to it. The advertising and promotional discounts might produce seq increase in sales, but if the cost is larger spending and smaller margins, how will the large players react ? I think this is the tug-of-war that will cycle amzn from 120 to 140 as the forces of rumors and denials ebb and flow. So you have to be both long and short. Hopefully making a profit both ways. Without Jan, I would probably find a way to make a loss both ways. (Hi Jan!).

To: Cap_Loss_Cfwd who wrote (46161)	3/17/1999 1:21:00 PM
From: HG	Read Replies (3) \| Respond to of 164684

Glen already posted it this mornin'. Thanks anyway. I personally don't like any retail stock. But if I do have to pick, I would pick AMZN !

To: Cap_Loss_Cfwd who wrote (46161)	3/17/1999 5:00:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

If sales were booming would you be talking about terminating your ad agency?? The few cases that I know of when ad agencies were terminated (high tech firms), the marketing dept. was entirely responsible and had no immediate visibility to the current numbers. It is not a decision made lightly since the current relationship took time to build. If Amzn had 2 weak quarters in a row then perhaps there might be some correlation... but we know Dec. was a blowout, Jan of course was much weaker to be expected, there isnt enough data in Feb and 1/2 of Mar to terminate an agency just on the basis of sales for that period alone. Sorry to state the obvious.... but someone has to do it!