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Randall,

In reading your post, I believe you are not placing a proper time context on this little hiccup.

It hasn't been a full quarter yet let alone a year to properly judge whether the long-term performance is dead.

You should look at the actual price history of how these stocks move. Both NFLX and AMZN have had drops of 50% or more. They faced some of the same type of doubts about future business performance then then roared ahead 10x and more.

When you invest in these companies you are really investing in the management teams. They are the people that put new ideas into the business, the game changers.


Does that help you?

Gene
All holdings and some statistics on my profile page
http://my.fool.com/profile/gdett2/info.aspx
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