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

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

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To: Danny who wrote (102592)	5/1/2000 9:55:00 PM
From: Sam Citron	Read Replies (2) of 164684

Danny, I love Yahoo. To me there is no question that it is the most valuable set of "free" tools on the net. They are undoubtedly the class act of the entire net. And they are consistently profitable and will grow and grow. The reason I don't own Yahoo is simply that I like to buy excellent companies on bad news, when they stumble, and Yahoo has had a perfect record. Hence its P/S of 100 and its P/E of 573, even though it is 50% off its high. It's just a little rich for my blood. I appreciate the info and did not know that EDA industry is only expected to grow 7-8% this year. This seems especially anemic to me in light of the strong growth dynamics of the semiconductor equipment sector. Perhaps you can explain this anomoly. I agree that looking for value is usually futile. Value stocks are generally cheap for good reason. However, I have done extremely well with certain value techs: Fusion Systems which was bought by Eaton 2 yrs ago. And more recently Viasoft, which was just acquired by Allen Systems. Of course, I've had my share of lemons as well, but if your name is citron, that comes with the territory. ;-) Sam

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