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


To: Lizzie Tudor who wrote (46198)3/17/1999 5:44:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164687
 
Really? December was below expectations? Thats not what my broker told me (he took a
position in Dec). Well, I'm not too sure what expectations were to be honest.


Michelle,

December was not below published revenue expectations but was below the whisper number of around $300 million I believe. Not a big deal since the stock went up regardless.

I still say you are reading too much into the immediate revenue situation with this
change of ad agencies. Maybe amzn wanted a larger firm... personally if I were in charge
of advertising at Amzn, I would be looking for another firm based on the general success
of this agency (not good). I don't have much confidence in the Levi's agency. I vote for
the "got milk" people.


I seem to have a "fear" about this company but not with many other nets. I decided today to focus on AOL and YHOO as long term plays and only do day trades on others as they appear apparent.

I am uncomfortable with AMZN. I can't give a reason. It is a feeling and I am always "bugging" Mark for moral support. I do not lack that confidence in YHOO or AOL.

Glenn