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

AMZN 233.22

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Nov 28 9:30 AM EST

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To: Glenn D. Rudolph who wrote (79241)	9/30/1999 11:27:00 PM
From: Lizzie Tudor	Read Replies (3) of 164684

I want to make sure you saw these comments from the yahoo link: Several Wall Street analysts said Thursday they were convinced it was only a matter of time before a deal on high-speed Internet access would be worked out between AT&T, ExciteAtHome and AOL. In a note to clients before AT&T and ExciteAtHome's comments were released, analyst Scott Ehrens of brokerage Bear Stearns & Co. wrote that ``the probability of the two parties having future talks is high,' referring to AT&T and AOL. I have read every article on the subject now, and my gut feel is that Cox is vetoing AT&Ts proposals to move away from content for @home and provide service to AOL. Cox wants to create a broadband network but that is really up in the air with all these monopoly lawsuits. So it sounds like no deal until they twist Cox's arm, but I believe that has to happen eventually because every month yhoo and aol move ahead of the also-ran portals, a new network now is too ambitious given the infrastructure challenges. Thats my sense anyway.

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