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

AMZN 227.90

+0.4%

Dec 9 3:59 PM EST

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To: Bazmataz who wrote (73199)	8/11/1999 11:42:00 AM
From: Eric Wells	Read Replies (1) of 164684

Bazmataz - I'm biased, as I have a very bearish view on net stocks (I have a short position in EBAY as I type and no long positions). However, if I were to think about going long any companies that are doing business on the net, I would think about Microsoft and Wal-Mart. These are definitely not thought of as "net" companies - but they both do net-related business (Wal-Mart is bound to ramp up their net business over the next two years), and I would see a much better chance of generating profits on MSFT and WMT over the next two years than on the classic nets (AOL, YHOO, EBAY and AMZN). JMHO. Thanks, -Eric Wells

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