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

AMZN 222.55

-1.6%

Dec 15 3:59 PM EST

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To: Glenn D. Rudolph who wrote (87083)	12/11/1999 1:06:00 AM
From: Bill Harmond	Read Replies (2) of 164684

Rick Whittington's comment on Micron 12/10/99: Micron (MU, $63.50, Strong Buy) is caught in the fury of what we've called the "spot du jour" mentality gripping the trading community. This has left the stock a sideways performer in a great semiconductor tape. Our strategic case for the stock has fallen by the wayside as spot surges after the Taiwan earthquake have evened out to the downside now that the Christmas build has subsided. We believe that investors should be focusing upon raging Internet server and PC access demand being daily validated by the dramatic re-ascent to new highs of a very broad-based group of Internet stocks. Since the Internet is the Windows of the new millennium, we're going with the DRAM unit demand bull case for 2000. Once the season comes around, investors will see the extent of Micron's building technical and cost leadership over all comers and focus on profits.

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