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

AMZN 231.59

+1.4%

12:04 PM EST

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To: Paul Merriwether who wrote (71817)	8/4/1999 3:28:00 PM
From: Steve Lee	Read Replies (1) of 164684

Dell is a great company if you are looking for LT holding. So is MSFT, INTC. I wouldn't choose CPQ as a way of playing the PC market. CPQ has lost its direction. Servers are great but its other products are not competitive and they don't have the margins on non-server products. >>YEAH! intc, msft are doing good, which seems to be a contradiction(the big foreign money sure aint in illiquid onsl's and pcln's). I think the nets are on a diet--the rest of the market will do fine. I bought cpq today(and it has become even more of a bargain since then :-( ). May pick up some DELL too as an earnings play...<<

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