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

AMZN 239.56

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12:42 PM EST

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To: gladman who wrote (96727)	3/17/2000 2:32:00 PM
From: H James Morris	Read Replies (2) of 164684

Dave, Baanf is a much larger player than I thought. You might be on to something. For your interest: >Although application service provider (ASP) enabler Cobalt Networks Inc. {COBT} continues to sell products at a torrid pace, several analysts who follow ASP trends say larger firms targeting the same market are facing considerable resistance from many of their biggest potential customers. That means betting on the largest would-be ASP firms, such as Baan Co. N.V. {BAANF}, Oracle Corp. {ORCL} and SAP Aktiengesellschaft {SAP}, might not be the best way to play the much-talked-about ASP sector moving forward. The larger firms, which have their roots in database management and enterprise resource planning (ERP) markets, may still have a lot going for them. But leading ASP analysts say they will probably be left out of the ASP party for at least the next few quarters. Although it is less likely, it is even possible such firms might miss the fast-moving ASP boat entirely.

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