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

To: Bill Harmond who wrote (54404)	4/30/1999 7:17:00 PM
From: tonyt	Read Replies (1) \| Respond to of 164684

>Joy did all the bulls a major service. She near-term cut expectations so low >that Amazon now has complete latitude to invest and hire at will. Problem is, Bezo & Covey cut long-term expectations, not short-term. His statement that the long-term stratagy was continued losses was the most ridiculous statement I've ever heard from a CEO.

To: Bill Harmond who wrote (54404)	4/30/1999 7:19:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Was there an e-cards rollout or pr William? How can I have missed this?

To: Bill Harmond who wrote (54404)	4/30/1999 8:20:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

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. William, There is a catch. What if a great part of the investing public become risk adverse due to a major crack in another net stock?

To: Bill Harmond who wrote (54404)	5/1/1999 9:59:00 AM
From: Peter Bernhardt	Read Replies (2) \| Respond to of 164684

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. What is at stake for Amazon speculators may have come into clearer focus last week, but the investment proposition for Amazon has never been muddier. The company guided analysts to once again increase their loss estimates. And they have quickly obliged. It has now become a quarterly ritual with this company. But that's nothing new and investors are hardly troubled by it. Yet I would agree that even while the market continues to overlook Amazon's mounting losses, it will not be so forgiving when growth begins to decelerate. And this quarter provides the first warning that it has. As an investment proposition, Amazon has compiled a spectacular record of growth and of losing money. A course on which it seems set until the end of time. Yet how and when, one must wonder, can it continue in this way without addressing the issue of bringing their core business into profitability? Answering this question, which might provide investors with some clarity, some sense that management wasn't engaged in some sort of ponzi scheme of historic proportions, was again deferred in favor of increased spending. - Peter B