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

AMZN 243.37

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10:50 AM EST

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To: Glenn D. Rudolph who wrote (64296)	6/23/1999 10:36:00 PM
From: GST	Read Replies (1) of 164684

Glenn -- the direction is clear -- mobile computing/communications. These are the chips that will soar in demand, plus some of the set-top box and related chips. This is why QCOMM, LSI, TXN and others are such hot properties. INTC is a dead duck as far as I can see. AMD is just never going to execute on production. MU is in a commodity business. These are the duds. The equipment manufacturers are probably not the right play here.

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