>You must be so embarrassed about yours that
you need to create a new handle just to post more
Folks, Sonny thinks its okay to post his PATHETIC
as long as he does so under the OLD handle he HIDES
>BTW, most of my holdings are high tech
What a-aa-aa-aaaa GENIUS! Folks. A tech stock picking
Genius is what we got here. A failed programmer ludite
(excuse the oxymoron, but that is what he "appears" to
be). A YK2 project drone. So what was your Genius pick
of the Millenium?
So let me ventue a guess,
were you the famous Sonny who discovered, who first
revealed to the world, CSCO?
>You simply have no
understanding of technology.
(Not so.) But anyway
assuming you seem to have revealed a slight inkling of
perception on Old Tech issues let us
>amzn is a retailer/telemarketer akin to qvc or the
home shopping network.
"Akin" my, my, Genius
boy does know how to bandy about the good old
lawyer-ese. Bravo, Genuis, braaaa-vo! (Aplause)
hum. Where was I, now. Yes. More of your sophomoric
word games. Internet is a hybrid term. But software
drones heads burried in code all day and all night, they
just don't know what to make of the Internet. Things
are just whizing on by too fast for their puny IQs
(you are the exception, please, we all know of your
brillaint marketing timing). Internet is technology enabled
and that is about the limit, High Tech Boy, as
narrowly possesive as you would like be about it. Yes, to
be a techie, that is the bane of the Internet Era,
to be left in the dust as one of the forgotten, like
the pan sellers of the Gold Rush.
I do feel
for you, Genius.
>You must be a
Did you whip that off one of your slick HIGH, yes
folks he said, it, he's ever so proud of the fact, HIGH
TECH wizardry macro.
Folks, interpretation: Genius
boy's special definition is anyone unfamiliar with the
word games and number games he tries to foist on the
public. It means new and unacustom to his sinister
>that bought into the hype...
Hmmm... So it is okay
for these poor folks to buy into your negative hypes
(that exagerate beyond the positive hype by a factor of
pie to an expotential eight factorial)? Hype is hype
ma boy-- sorry I mean your
>and can't understand why anyone would actually
research a company before investing.
Genius means here is that he can't understand why anyone
would take exception to his uncountable and blatant
attempts to manipulate others the others, to harrass them
in effect. All becasue of his blind (well he might
have taken a quick glance at the stock chart, let's
give him that) leap into the path of this steaming
But, alas, so bored with his mutual funds, fund owners
notorious for their lassitude when it comes to doing
research, he just had to get away from the cadenza to
stretch his Genius legs and now finds himself caught,
like a befuddled deer, eyes aglow in the on coming
light of this speeding train.
>You are a
Oh, yes, folks, a Motely one, at that, I suppose. But
only a Genius could plunk that one down from his macro
Readers of the board will decide who is the fool. But one
thing is sure. The more you continue to post your
misinformation post here, the higher the stock price will go, my
Amzn employees will attest to
Please hold onto your shares
Demonstrate courage in the line of battle and
What's the inc. stand for?
This baby is pouring heavy red
Keep it flowing!
Red is my favorite color.
is a totally meaningless number. It's just
accounting smoke and mirrors and has little to do with net
earnings, which by the way costs the company ~$10M each
month. They have insufficient cash to make it through
the next couple of years, and if you really read the
filings, they have huge debt due in 2008. Of course, they
won't be around so it really doesn't matter.
Yeah...my company utilizes T1 connections with
Amazons gross profit was 23% in 3rd
qtr. 98(this is the revenue of what they sold - the
cost to buy it divided by the total revenue)....this
is low compared to my company but if sales were $300
million in the 4th qtr. then the gross profit would be
Dont get excited because all of
the other costs(administrative, warehouse etc) would
have to be subtracted. Look at the 10k filings to see
what you think.
to be fun having a literate long coming up with
apologies and excuses when he learns the lessons that us
'fundamentalists' learned years ago. Do you think he'll still be
You youngsters would do well to listen to your more
experienced and much wiser elders. You can still correct your
mistake before this corrects/crashes. But you'd better
hustle to the exits now. If you want a speculative play
try brcm, but at current levels it's a bit
I suggest you revisit Amazons humble beginnings
to see what they started with. I doubt that it was a
5,000 server. It was just marketing, friend. Brilliant
marketing, but believe me, the internet is wide open , and
there will be many more savy retailers.
"What are you smoking?"
Non-smoker here, Mike.
All us naive AMZN investors, we're all from the
"I've spent years studying
What can I say, Mike. So many
precious years wasted years, there. Learn to relax and
enjoy life. Like so many who have done well with
But all that wasted time, that is exactly the point.
Too many numbers sommersaults, just makes Jack (or
Mike, sorry), potentially, a and mediocre dull
investor. Get you dizzy with meaningless
"It is a fact that the vast majority of pension funds
and insurance companies
use what you call an
antiquated investment model. It is core material in the CFA
So what are you saying here, Mike, that the big
pension funds oughtn't to invest in AMZN?
that seems to make some sense. Let the passive penison
funds and the indexes do as they wish. Individual
investors, their due dilligence is invest with just that
dilligence, as they see fit, not necessarily according to
some kind of Fundamentals Cabal.
"Take a guess
who controls most of the money
that goes into the
No. Seriously, Mike. You (I
hope if you elect to come along with us) and I and
people on the Net like us, everybody, we will, not just
in the U.S., but globally. No fees, too. The MMs
will be begging for the flow.
"The only thing I
agree with is that it is not AMZN's job to justify
their market cap."
Actually, not to (hopeless)
Sonny, but to the audience on the board, here, that is
the only real point I wanted to make. That you don't
have let Sonny twist your arm to jump on that rickety
"History says that you will
No, History says, I think
we if we tally things, that you and Sonny are the
who ARE losing. Lose big time. Isn't that so of your
present position as things stand now.
being rhetorical here. But no, what the warped
fundamentalist revision of what the future might hold does say
one thing. But all REAL history has to say is
'Let's see what tomorrow brings us, my friend. Let's
Or: 'It ain't over till the Sonny
"True, it may be different
A slight hint of doubt from a
Fundamentalist. Good, Mike. A tad of healty skepticsm is always a
healty sign. But Sonny will punish you for this
un-bearish slip, you realize!
"but I personally
wouldn't risk any money I couldn't afford"
fundamentalism is no sure guarantee of future gains, my friend.
But fundamentalism is certainly a recipe for
mediocrity. Investors who reject Mutual Fund passivity, and
their numbers are growing all the time, all that time
fundamentalists spend fussing with the nubmer game, want to chose
in their own way. Weighing the risks, and balancing
their portflios as they seem fit. And rigid
fundamentalism, and all its tired advocates, will not stop them
from including it in some part of their "S&P Index
(was going to say fundamentalist, but the Mutual Funds
you say who base everything on this tired concept
seem to under perform the S&P consistently ) beating
Retail sales such as groceries have a margin of
1% or 2%. Books and CDs aren't much higher. A well
run retailer can make a minimal profit in the
business. I suggest you review Borders or Barnes and Nobel.
Or even BAMM.
I guess you don't choose fish.
I'm sure there are equally poor items, but none can
conjure the true emotions of disgust of rotting fish.
Congratulations on being in at $165. But that as no bearing on
the current price. I'm sure you'll be mildly
disappointed if you end up selling at $175 ($58), which could
be as near as next week.
My business was
software for network system associated with the T1
connections to the internet backbone. Actually, it was rather