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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 229.24

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3:23 PM EST

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To: Lizzie Tudor who wrote (144715)	8/5/2002 1:17:27 AM
From: H James Morris	of 164684

Is this your capitulation or just consolidation? I sold a bunch of fragmented software positions I had lying around, orcl, itwo etc last week (some big losses) and consolidated into sebl in the 8's and low 9's. I believe spending will come back based on the pipeline pushouts and sebl is the best investment in software right now, Message 17832185

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