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

To: GST who wrote (52546)	4/24/1999 4:48:00 PM
From: Sarmad Y. Hermiz	Read Replies (5) \| Respond to of 164684

GST, Here is an observation that really amazes me, and may give a clue to playing amzn. Everyone knew for weeks that amzn will report on April 28. Everyone also knew that amzn will move up in the days leading to April 28. So you'd think the price rise would be priced into the stock starting with the reporting season (early April). Therefore no great run up in the last few days. Well the facts are different. Even though there is no new information, the run up is occurring in the last 3 days. Also, everyone knows there will be a sell-off after the report. It happened to amzn after Q4. It happened to yhoo with good earnings. Also eBay, last time. Has any net stock not sold-off from earnings-induced highs ? So this selloff is scheduled for Thursday April 29. You might think the sell-off is priced into the stock. Well I bet it isn't. People won't think about it until Wednesday April 28 at 2 PM. So according to this non-scientific calculation the best time to sell amzn or buy puts is Wednesday AM after the gap-up open surge. Question. Has anyone been following the net stocks earnings. in aggregate, Have they been good, bad, neutral ?

To: GST who wrote (52546)	4/24/1999 7:52:00 PM
From: Tom Kearney	Respond to of 164684

IMHO - AMZN's only peer in positive reporting, is MSFT. I may be wrong, but not only I am I anticipating a runup before reporting, I'm guessing they'll be a short squeeze after, because the report is going to be so outlandish. Many INUTs are reporting profits for the 1st time. The pros will have to tale it more seriously. Again, I am a rank amateur, so do your own research, but I am expecting a huge week. Regards, Tom BTW, I don't think it is the Inet investors who wait till the last minute when earnings approach. I think it is everyone else. So many pros are in denial, because only TECHS are growing at outlandish rates, for the most part. And, they really want techs and the Internet to go away. But, the MSFTs, SEBLs, EMCs, and even ORCLs keep growing earnings at 30%-60%. And keep growing. And the INETS sales keep growing, and now some have started to show profits. And keep growing. And they pros really don't understand. And Pfieffer is gone - his main competitor has embraced the Internet. And the Border's CEO is gone. And... ("And you know there's something happening, but you don't know quite what it is.... do you Mister Jones?")