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

To: Glenn D. Rudolph who wrote (54501)	5/1/1999 4:23:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

Glenn, >> She sure does not sound that way during conference calls. If you don't mind, where can I get the archive of the Q1 cc ? Is it on broadcast.com ? Or on the amzn site ?

To: Glenn D. Rudolph who wrote (54501)	5/1/1999 5:04:00 PM
From: MSI	Read Replies (4) \| Respond to of 164684

Very good question. She's pivotal, isn't she? She could be an idiot, but I was just blown away by the brilliance and gall of the $1.5b convert that I lost my head and used her name with undue satiric license. Apologizies to both of you. No doubt it was hired guns that engineered that for huge fees. But the rest of the amzn financial machinery better be structured like clockwork. I know more about their tech than internal financial plans so my 1/2-informed opinion is that network-related ramp-up worldwide won't be any problem at all, you just can't accelerate physical and financial overhead like millions of feet of warehouse, and $b in debt unless you know what you're doing. But they can hire the best. As long as they avoid fatal mistakes they could grow out of problems, kind of like MSFT, which makes some truly infuriating software but their stock in trade really isn't software, it's thrashing highly motivated highly intelligent people to keep recreating their business case. You bring up a serious problem: separating the moves of management from manipulations of the financial fee-driven elephants, who are feasting on the phenomenon, & w. toss it away when done. I did read an article on her somewhere, I'll try to find it. It was mostly how busy she was. She seemed a bit off balance, was the impression I had.