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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 226.99-1.1%Dec 8 3:59 PM EST

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To: Glenn D. Rudolph who wrote (65542)6/30/1999 11:45:00 AM
From: Tom Kearney  Read Replies (1) of 164684
 
Glenn, re: EXDS - Primarily I like the business model, the 40% qtr over qtr growth, and the fact that they're the gorilla. As a DBA working with organizations trying to implement intranets - I can see the value of their service is enormous. I hadn't seen the takeover posts, but there are many positive articles; EXDS gets mentioned whenever they talk about internet infra-structure. This is how I diversify my tech portfolio, a variety of tech businesses.

Regards,
Tom
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