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Technology Stocks : For Hedge Fund Analysts and Managers

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To: NotNeiderhoffer who wrote (97)	6/23/2000 10:26:00 AM
From: Wizard	of 499

I lost interest in Amazon a while back but saw a short opportunity when word spread that their kitchen, lawn & patio and selected other new tabs weren't selling much. In my opinion, the company has misexecuted in identifying new sectors to keep its revenues growing at an impressive clip. Janus has supported the stock for the last year but even mighty Janus can't do much about this. I wouldn't want to be the Janus Amazon analyst at this point. The company probably has a good Q4 but with all the exciting stuff happening in B2B, who cares about AMZN.... Re Rambus, whoever is short that story is just plain crazy. Its got a potential QCOM spin to it and DRAM pricing is in a sustainable uptrend at this point. I think Rambus management is dying to give it to all those breakout session shorts who tirelessly berated them. They split the stock to burn the shorts knowing that they have the Hitachi and Toshiba announcements coming, the shorts call BS on the stock going up on a split so they sell more and then they get hit with Toshiba announcement a few days ago and Hitachi now. Samsung and Micron might be coming as well. Whoever is short this stock probably needs to learn a lesson on being stubborn anyway.

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