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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.88-0.8%Nov 17 3:59 PM EST

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To: Robert Rose who wrote (103998)5/25/2000 10:16:00 AM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
vign's problems have to do with making a gutsy and expensive acquisition in a very soft
investment environment. Mgmt is focusing on the gold ring. Whether or not we hang on that
long remains to be seen. Personally, I am holding and will double or triple up when the time is
right (not now).


Rob,

I agree with you 100%. The stock I own that I have the leasat confidence in is VERT due to uncertainty of real revenue to the suppliers in that space. AMZN is to my disbelief taking the European market so I have more confidence there. VIGN is as close to a sure thing value play in my mind as any.
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