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

To: Bill Harmond who wrote (57276)	5/18/1999 5:33:00 PM
From: getgo234	Read Replies (1) \| Respond to of 164685

Did LCOS report sufficiently good numbers today to energize the entire internet sector including AMZN ? It will be interesting to see if the announcement by LCOS of a stock split will move its stock price sharply higher. If not, it might be an indication that the internet stocks are going to languish for a while longer. Comments anyone ? Thanks

To: Bill Harmond who wrote (57276)	5/18/1999 5:57:00 PM
From: MSI	Read Replies (2) \| Respond to of 164685

the Street believes what they hear and has faith in the long-term model and management's ability to execute against plan. I am sure you do. My problem, is the risk of everything going exactly right between now and 2010, to justify 10X current sales, and 20% gross margins. It ain't easy, and some smart highly risk-oriented players are now on stream. Unlike msft or csco I don't see anything proprietary to slow down competition, and the nature of the net is to reach lowest common price denominator. They need pure execution for the next 10 years. Don't you think? Of course, this is the wild west days, and financial engineering combines with technical engineering to create opportunities, and maybe they can buy another $5 billion in sales somewhere, if you know what I mean. If they can show that they do that, then I'm a believer. Otherwise they're missing the boat and will be expected to continue to pay $650 mil for $6 mil worth of software. That was hard to take.

To: Bill Harmond who wrote (57276)	5/18/1999 6:38:00 PM
From: KeepItSimple	Respond to of 164685

If you think a stock's price is a reflection of the public belief in management, go read a book on Bre-X. A stocks price is just what the current crowd is willing to pay for the last trade. Nothing more, nothing less. > What does the stock price have to do with management's integrity? I think alot.