SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: KeepItSimple who wrote (57567)5/20/1999 4:13:00 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 164684
 
no signs of ever becoming profitable.

And this applies to all of amzn's holdings? As opposed to the fine companies cmgi maintains in their portfolio?

OK a 20b market cap is a liability sure, whereas thestreet.com is only 2billion.

Do the bears reading this thread think thestreet.com franchise is equal to 1/10 amazon franchise... even though amazon also has positions in drugstore.com and homegrocer and pets.com all three of which are #1 in their markets? Is that what you really think? Thestreet.com, silknet and msgi are much better shorts. They are JUNK. There is no value there - none. Amazon has a household name, yes they are losing money, I agree. I wont take a long position here. But they are not the best short by a long margin. Amazon's vc arm alone is worth twice as much as CMGI just based on the quality of properties in the portfolio.