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

To: Glenn D. Rudolph who wrote (51161)	4/18/1999 2:58:00 PM
From: dbblg	Read Replies (1) \| Respond to of 164684

Glenn, E-commerce is hurtling towards a brutal price war. Winning/surviving it will require a superb supply-chain infrastructure (broadly defined), good access to capital, shrewd management, and low customer acquisition costs. Most people agree that Amazon is well-positioned on these fronts. Also, I suspect Amazon's core customer base (yuppie baby boomers) is less price-sensitive than most, which is a nice edge to have in a price war. All that being said, I worry that the stock price doesn't adequately discount execution risk. It is WAY too nice outside for me to stay in front of this computer, but I will try and post more on that tonight. Cheers, Ganesh

To: Glenn D. Rudolph who wrote (51161)	4/18/1999 3:44:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

gdr, w/ eps coming up shortly and amzn in the stratosphere, where do you see amzn ending up in the sequential rev growth category? are we flat this q? appreciate your insight and reasoning behind it. tia...

To: Glenn D. Rudolph who wrote (51161)	4/18/1999 9:41:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 164684

Everyone could miss the picture, including me. When I bought ATHM, I may hate AOL. But AOL could still win big. So I bought them all. I don't want to lose the opportunity because of my own lack of vision. The future can be sarcastic to all of us. The company we least appreciate may turn out to be a big winner. The company we most admire at the time of buying the stock may turn out be a trash a few years from now. Haven't we had enough of such lessons in the past? So, we must diversify. We don't want to guess wrong, no matter how confident you think your decision is, you may be terribly wrong a few years from now. We don't know how big and how powerful Internet is really going to be. The reality can surpass our limited vision. So what I advocate is, don't put all money in one basket. Buy all the top leaders, if you are lucky, you will catch one or two super winners. That $10,000 (not much) you invested in it can become a million. As I have always preached, buy and hold all of them.