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

AMZN 229.60

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3:59 PM EST

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To: Glenn D. Rudolph who wrote (67187)	7/11/1999 4:06:00 PM
From: John Donahoe	Read Replies (1) of 164684

-Snippet- from your post Although PC unit growth continued at a better-than-25% annual rate for almost two decades, only one participant in the original PC boom, Apple Computer, survives today, and it's marginal. Dell and Compaq, the largest current players, both developed after the PC bubble burst. And Microsoft itself, which dominates PC software, only went public near the end of the original boom. From my perspective as a technology bull I see this as the most difficult part. Picking the winners. I invest in leadership. Even then leaders can fall. Look at Apple. I think a lot of investors try to guess who will be the leader (i.e. the next Cisco) instead of waiting for them to establish their position. It's like a horse race with wide swings in the odds. Some are 3 to 1, and some are 30 - 1. I'm even more conservative. I like to pick them when there coming into the home stretch. Less pay back but lower risk.

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