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

To: Bill Harmond who wrote (56862)	5/15/1999 12:37:00 AM
From: KeepItSimple	Read Replies (3) \| Respond to of 164684

No, a cash cow is intel's monopoly of the desktop processor market, or microsoft's monopoly of the desktop OS market. The tiny profits that Yahoo and Ebay (especially ebay) make are just a drop in the bucket compared to any REAL high tech company. If this market were sane, Ebay would trade on the pink sheets. >Yahoo and eBay have the "making money" Internet awards. Both are >cash cows.

To: Bill Harmond who wrote (56862)	5/15/1999 9:58:00 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

William, >> I think this is wishful thinking Sarmad. Yahoo's news is always good, as is its exceptional financial performance. << For sure it is not wishful thinking. I covered my yhoo short at 155. My wish is for yhoo to go back over 200 so a short would be a sure thing. On Friday traders were buying yhoo in anticipation of split announcement. How do I know ? Last week when amzn dclk vert etc... dropped, yhoo dropped to 145 with them. This week they dropped, but yhoo had a last minute surge to 160, even though the rest stayed near the day's low. You might say the reason is Yahoo has profits and high margins. Fine. It had exactly the same profits and margins last week also. So why today and not last week ? The difference is the board meeting that some hoped would announce a split. So now if no split, then no reason for yhoo to be 30 pts above amzn. usually their price is very close. So either amzn goes up or yhoo down. My guess is yhoo will drop.

To: Bill Harmond who wrote (56862)	5/15/1999 1:27:00 PM
From: Miche Elle	Read Replies (1) \| Respond to of 164684

Re YHOO's comparatively exceptional performance: I second that emotion, and by way of comparison, the comparative downside risk potential for YHOO seems far more limited for YHOO than, say, AMZN. Sarmad, if you are reading this, sorry, but I tend to disagree that AMZN is a buy at 132 here...looks like a 50/50 proposition on the chart whether or not it will break to the upside, or downside....my "guess" is the downside, simply because of the overall vulnerability due to the near term potential changes in economic fundamentals. As usual, time will tell: hindsight is, well, y'know...