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

AMZN 229.55

+0.2%

Dec 5 3:59 PM EST

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To: H James Morris who wrote (102412)	4/29/2000 10:41:00 PM
From: Victor Lazlo	Read Replies (1) of 164684

<<But I see a great opportunity in owning two great companies now. >> HJ, the "sum of the parts " argument is apparently already conventional wisdom. The media and mny msft bulls are in a herd metnatility on this thought. My first instinct however is that it really could weaken their technical and marketing advantages to have the op system a separate co from the Office suite. And they'll have such enforcement scrutiny going foward, it may be hard or impossible to do partnerships or alliances together. Victor

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