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

AMZN 234.70

-1.2%

Nov 14 3:59 PM EST

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To: Robert Rose who wrote (82367)	10/29/1999 4:10:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

I actually moved my vignette to bvsn yesterday, just a sideways move, because after talking to the ecommerce's around here bvsn seems like the better play. And I'm convinced enough that at least some erp replacement is going on so that bvsn can get to double today's mkt cap, I'm pretty sure.... bvsn did everything for pets.com for example. But anyway today vignette is way up too so sometimes I wonder if I overthink things. Did you see gnet had an excellent quarter? Just for old times' sake. I still have a bunch of cash and was going to go into nvls but missed it. Akamai too high too... island looks great, but I'll probably wait a little here until things calm down or we get a selloff prior to AGs Nov meeting. Today looks like a bad day to buy, but its good to see cisco holding up. Everything is up except the e-commerces, go figure.

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