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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 238.05-0.2%9:39 AM EST
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To: Glenn D. Rudolph who wrote (101820)4/20/2000 4:41:00 PM
From: Danny  Read Replies (1) of 164685
 
<<What about VERT>>

Glen, I have always been a great fan of ARBA/CMRC combo
on this thread. I know many friends in the IT world
and they all told me that both companies offer not just
a soudning business model, but also great technologies
to help the industry to move towards new economy. They
are not some kind of dot.com companies which you can
just set up in your backyard.

VERT, on the other hand, is less of a technology company.
But, giving its leadership, I would say it should follow
the sector well. So, I do have some stake in VERT but have
not really averaged down my cost during the meltdown.

I really believe the big winners will come from ARBA/ITWO
/CMRC/ORCL type of companies. By winner, i mean to
command a mkt cap of over 300B in the end. That's why
most of my B2B money went to that 3 companies (no ORCL
for me) during the past 2-4 weeks.

Of course, this is just my opinion.
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