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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 247.35+0.4%Jan 9 9:30 AM EST
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To: Sam Sara who wrote (89376)1/2/2000 11:58:00 AM
From: Lizzie Tudor  Read Replies (2) of 164684
 
Hi Sam, yeah I have a little fmkt... less than 100 shares I think, it was a partial execution on my order and I didn't add any.

Since Ariba has bought tradex (or whatever its called) I'm a little less jazzed about fmkt, but its still a good play - I think that business auction area is a space in itself and applies to any medium size company because they don't have the infrastructure to hook into commerce one automation-wise. Thats where fmkt is, a tool for virtually any purchasing agent whether you are running an ERP or not. Commerce isn't really even trying to get that mkt, and ariba was still trying to sell software (doh!) until the tradex acq, and that changes things. The only issue I have with arba now is lack of focus - decentralized HQs etc.

As for wireless, I'm going to buy some liberate and hope for the best. It seems like a good company (down the street from my house) - lots of press, etc. Liberate was spun off from Oracle as one of Larry's wacky vision things... but hes been pretty right-on lately, I'll give him credit, and I think the mktg will likely outshine the competition because boy does Oracle know how to sell. I'm not going to do as much trading this year (or options) because I am working a little more - and honestly I don't think trading is the way to go anyway - buy and sell every few months works best for me. I've got to get out of the Oracle calls in Jan though.
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