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

To: Lizzie Tudor who wrote (57566)	5/20/1999 4:02:00 PM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

It has the highest market cap, the highest burn rate, and no signs of ever becoming profitable. What more could you want? A fraudulently gold-seeded soil sample? It's just a matter of time. Not a question of "if?" > why you all think amazon is the premiere short in the internet universe vs all >the others please

To: Lizzie Tudor who wrote (57566)	5/20/1999 4:11:00 PM
From: Bearded One	Read Replies (1) \| Respond to of 164684

I am short a bunch of internet stocks. I just think that Amazon is going to crack first because of its negative cash flow. In general, I worry about companies with no revenue and no earnings because the street seems to accept any good news as the Second Coming. I.E. "Company XYZ just reported a 2 million dollar deal!" and then the stock shoots up a few hundred million in market cap. Or, as Yahoo does, they just report a few pennies per share in earnings, and all of a sudden they are worth billions. Amazon has been around for a while, so there's a timing advantage to shorting them. There are fewer people who are just learning about the company and who will say "Hey, I just heard of XYZ. I gotta get me some!" Amazon is also under more scrutiny than the others which, in my view, is good for my position. But I will look at the other companies you suggested. Thanks.

To: Lizzie Tudor who wrote (57566)	5/20/1999 4:13:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

So Michelle, you no longer are keen on etys? Is it valuation or something else? In at 80 1/2 here in the next amzn. Yes, I do believe so. Rob

To: Lizzie Tudor who wrote (57566)	5/20/1999 4:20:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

<Absolutely no comparison between amazon's holdings and the junk on the plate at cmgi. > Amazingly, this is the first negative comment I ever remember reading in the entire 13 months I have followed (and invested very profitably) in cmgi. It had just never crossed my mind before that I had never read anything negative. Pretty amazing when you compare it to the flak that amzn gets (as you aptly point out). Just an observation, not a comment perse on your post. btw, I always read and appreciate your posts. Rob

To: Lizzie Tudor who wrote (57566)	5/20/1999 4:46:00 PM
From: Cap_Loss_Cfwd	Read Replies (1) \| Respond to of 164684

>>investments in premiere offerings... my favorite being homegrocer.com - a lot of potential there<< Michelle, stick with the ERP systems development. YOu obviously have not spent much time in the grocery business. The business model for homegrocer.com was originally developed by milkmen and door-to-door fishmongers (has anyone seen one lately?). The labor and distribution costs cannot make this work. Also, someone still has to have the bricks and mortar investment in warehouses and trucking. As for AMZN saving on shipping costs by having grocery delivery people take the books along at the same time, Bezos must have been smoking something that day. Is he trying to create his own UPS? Groceries is a business that looks great on the top line but which stinks on the bottom line. It always has and always will, except for the very high end boutique perishable operators, hardly the market that homegrocer will be playing in.