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To: Meathead who wrote (130255)	6/1/1999 10:24:00 PM
From: Dalin	Respond to of 176387

**OT*** (How come I'm OTing so much lately?) Re:The street seems to be treating this news like some sort of revelation. I spoke with a lady this weekend about the market. I had said that I believed some of the internuts were not a good investment at this time. Her response was to pull out her "Money mag" and say how she believed AMZN was the future. And look here, "Money mag" says how to evaluate a company. .............HUH? I could'nt bring myself to try and burst her bubble (she is a nice lady), but today may have, hopefully. BTY! D.

To: Meathead who wrote (130255)	6/2/1999 12:05:00 AM
From: Chuzzlewit	Respond to of 176387

Musea, Edwarda, Joe and I have been batting this stuff around for some time. Regardless of the valuation models, AMZN makes no sense. I think it is one of those ideas that titillates day traders, but serious investors have been snared as well because of some of the idiotic "analyses" by the likes of Alan Braverman. On the AOL thread I once asked whether anybody could paint a picture of what the size of AOL's market and free cash flow would need to be in order to justify its current valuation. Nobody could come up with anything reasonable, although AOL seems to be the class of the group. I think we may see a serious crash in the group as a whole. Frankly, I don't see paying anything over about $3 per share for AMZN. BWDIK TTFN, CTC