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

AMZN 222.69

+0.1%

3:59 PM EST

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To: Sam Sara who wrote (67476)	7/13/1999 6:43:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

Any thoughts on other stocks for this time frame? I am considering GNET, BVSN, VERT, and DCLK. DCLK is interesting with their acquistion of netg. There are some anti-trust concerns apparently but I doubt that will get anywhere because in the realm of overall advertising dclk is minor. Anyway they didn't overpay for netg, they got quite a bargain there. I didn't like the abacus deal but I didn't know how to value it anyway... besides that one is done and reflected in the stock. And thanks to abacus, dclk is now profitable. I am familiar with Ariba, I would wait for a lower price on that one. It is a software company and vulnerable to y2k, plus the insider lockup is expiring right around Oct if I remember right... wait until then

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