Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: tonyt who wrote (54403)	4/30/1999 7:11:00 PM
From: Bill Harmond	Read Replies (4) \| Respond to of 164684

Joy did all the bulls a major service. She cut near-term expectations so low that Amazon now has complete latitude to invest and hire at will and without timing constraints. She said they are going to build out ahead of the revenue curve and that the model is a moving target. For a company's management, it can't get any better than this. Anyone still long this stock has now taken a leap of faith (if they hadn't already). The only thing that can disappoint us is deceleration of existing revenue streams. The investment proposition here is now so simple that anyone can understand it.