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

To: H James Morris who wrote (56158)	5/9/1999 8:11:00 PM
From: Glenn D. Rudolph	Respond to of 164684

I'll take that bet, but Amzn will end up merging with a Kleiner child, and It will eventually have to be one with deeper pockets. Here is where se differ. I do not believe Kleiner Perkins has any desire to have a connection to AMZN. AMZN has served its purpose for them and Bezos comes with AMZN and he is out of their "family." Presently, AOL sells three times the revenue of AMZN in ecommerce. AOL does not need to pay for distribution channels because their merchants take care of that for them. This is the point, until Bezos improves his balance sheet, I don't think he can go back to MS for more (I was blown away when they got him that last $1.2). I think you were too. So how long can his $1.2 last?? Please forget his acquisitions. He's doing that with printed stock certificates, not $cash. I was also blown away that MS could get AMZN $1.2 billion more but it is not junk bond money. It really was a secondary and the stock had been in high demand. The equipment used for the new distribution centers is expensive as is all the remodeling. I doubt the suppliers of the equipment are taking stock. I expect the cash to be gone about one year from now. I know the acquisitions are done with stock so am ignoring them. I have some bankrupt stock certificates in my archives. Here's just one, about 10 years ago I had 5k shares in a bank called First Republic. When I bought the stock @ 25 it was the 18th largest bank in the USA. FB went bankrupt because of all its losses. The fed closed them down and sold all of its assets(for peanuts) to then NCNB, now its called Nations bank. All us FB shareholders where left in a shell and we ended up with 12c on the dollar. Glenn that was for me a $125k loss. Trust me. I do not want to get into a who has lost more contest. I never had a public company go bankrupt on me. I would like to be back on the side of who has made a lot of money in the market. I am taking "baby steps" now due to liquidity problems if something goes awry on these high flyers. Glenn

To: H James Morris who wrote (56158)	5/9/1999 9:58:00 PM
From: Miche Elle	Respond to of 164684

James, I'd venture that AOL is far more focused on a broadbanding acquisition than on anything else, much less AMZN.