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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 220.66+1.6%Nov 21 3:59 PM EST

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To: Bill Harmond who wrote (102949)5/8/2000 9:53:00 PM
From: Victor Lazlo  Read Replies (2) of 164684
 
<<I think Cisco is too-richly priced for my blood, but their quality of earnings is awesome, their competitive edge is unassailable, and their business is still young. >>

Actually, William, their competition is gaining on them from all sides, lots of their core router business is aging, they are running from their fright by buying co's that cannot all be digested successfully, and they are way behind in the future, optical networks. Yup, Barron's missed the mark, I guess <gg>

Victor
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