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

To: Sarmad Y. Hermiz who wrote (54489)	5/1/1999 3:23:00 PM
From: John Donahoe	Read Replies (2) \| Respond to of 164684

RE: I think the "forever long" amzn investors will watch with dismay as their prize pig gets sliced into pork chops. Very likely they will average down at 160, 120, and 80. That last one might work, if the funds get back in at that point. What can take amzn up ? I wish some of the bulls would post about this. Because I can't think of anything. The "forever longs" as you call them, will buy at 100. At least I know that I will. The longs look at top line growth. That is what will take AMZN up. "Forever bulls", like myself don't normally daytrade. We assume that the the stock price will fluctuate to the extremes and we will take advantage of it when it does. For instance if/when Amzn hits 100 or there abouts, I would be a buyer and then wait for it to hit another all time high. I try to double and triple my money, not pick up $5 and $10 swings. Too small for my taste. Give me the $100 and $200 dollar swings anyday. In other words I try and let my profits run. When it becomes apparent to me that Amazon can no longer grow revenues and customers, I'll bail. Losses are not a primary concern for the Amazon Bull. It really depends on how you perceive the losses. Bears see it as burning cash. Bulls see the same numbers and see it as investing in the future. The investment proposition is quite clear. Will Amazon continue their "Top Line" growth? That's the bet.

To: Sarmad Y. Hermiz who wrote (54489)	5/1/1999 3:31:00 PM
From: MSI	Read Replies (1) \| Respond to of 164684

Ok, Ok, I've got it. The way to multiply amzn's market cap. Ready? Here it is. Remember, we've discounted profits until 2010, so (rubbing his hands) here goes: Issue 200 million amzn credit cards to everyone in the US. (Not the world yet. That comes later.). That's it. I just discovered that with the current market cap to sales ratio, you can carry everybody's debt, and start your selling-everything-to-everybody campaign in earnest. You have just created $1 t in new financing. Don't think it'll sell? Try this: No credit check. Buy whatever you want. Get the bills, pay them or not. Here's the secret: even if you believe the honor system would triple the bad debt ratio of everyone in the country, the growth of debt doesn't exceed the ability of amzn to absorb that plus interest to 2010, if they deduct advertising expense and add normal trx fees. I know, because I calculated this entire economic model on the back of this napkin right here. It'll all be tracked, and your account w. carry w. interest, and be part of the overall debt of amzn. Amzn books interest and fees on every transaction. (Some of the vendors might even take stock as the new cybernetic-supermoney scrip that just goes up in value.) The biggest financial engineering of all time works out that 200 million people can charge $1,000 a year, boost sales volume to $200 bln, mkt cap to $1 T, only 2% of which is questionable debt. This is better than a Ponzi scheme because it's legal, and it doesn't matter what the default rate is because you monatize that. Better still, let people buy amzn stock on their amzn credit card! o my god, i'm sorry i said that. my napkin just blew up. You get everyone in the system, at a PE of a zillion, ability to monatize deadbeats, no advertising costs because it'll take off like a fire in a kerosene plant. You see? You don't just monatize clicks anymore. You monatize the people themselves! Everything they do! The new meta-cyber-financial world power accelerates US growth by 2% all by itself and becomes the first $1 t company! So that's how you increase the stock beyond it's present value. I think I need my medication now. I'm starting to realize it will actually work. Message for Jim Bezos: just give me 1/10 of 1% for the idea and I'll set it up for you.

To: Sarmad Y. Hermiz who wrote (54489)	5/1/1999 4:17:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Brokers have increased loss estimates to near $300 million. The next step is downgrades. Sarmad, Most of the revisions have included downgrades but the downgrades are not highlighted in the revisions. Most of the strong buys are gone and out perform seems to be the norm. I will try and locate a census on this if I can get up to date information. Glenn

To: Sarmad Y. Hermiz who wrote (54489)	5/1/1999 7:00:00 PM
From: Jan Crawley	Read Replies (2) \| Respond to of 164684

I've been trading well last week. Both long and short. So now I am entertaining delusions of getting this down to a science. Sarmad, may I comment on the above: You are, (re-Amzn/net stocks TRADING), 1. Completly open minded, 2. Focus on making $$$ instead of proving your point 3. Trust what you see from the tape, you have to have some "clues". 4. Analyze your own winning/losing strategies 5. Utilizing your own COMPETITIVE ADVANTAGES to play the Amzn players. 6. If you don't think that you have a good understanding of whats pushing/pulling the daily/short-terms swings, then don't play. 7. When in doubt, play small, we have the advantages. I am learning from you. :))) p.s. I did not get away until late Friday afternoon, got on-line for half a hour and got $11 from CMGI, (I set limit buy at $24 less than the day's high, got them, and sold at $251 within 10 minutes.) I have the feeling that I will get caught if I do it again.)