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

AMZN 245.69

-1.4%

12:42 PM EST

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To: craig crawford who wrote (92003)	1/24/2000 12:40:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

>> First of all, you need to be looking for the next cmrc. << VERT. No way Craig - jmo. Vert came from content and is moving to infrastructure (maybe). That is tough, and besides they are in the wrong geographical location, recruiting people with the knowledge they need is going to be 3x harder than if they were on the west coast. I say the next cmrc comes from the software world, maybe a morph of sebl or psft, etc. (not saying its happening, I just think b2b is a natural progression from enterprise software, not content). BTW I heard the buzzword "ERP" in a msft commercial last night - got a giggle out of that one...

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