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

AMZN 225.85

+2.4%

10:07 AM EST

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To: H James Morris who wrote (105413)	6/25/2000 10:27:00 AM
From: Glenn D. Rudolph	Read Replies (2) of 164684

its all about infrastructure. That's why Accl and Onis did so well on their IPO's. James, I agree completely. I am totally in infrastructe with the more speculative funds I have. I gave up on IPOs since typically I could 200-500 shares if a begged big time. My portfolio is actually up 15% this year which surprises me. Earlier last week it was up 25%. I do not believe all the articles that indicate the lack of cash by the dot comes will reduce the growth of the infrastructure firms. Those are two different inssues in my mind. DSL is being rolled out quickly in both the Erie and Meadville markets. Small towns but it is already there. We have had cable access in the Meadville market for businesses only for the last 18 months due to the fact we are served by one of the few remaining private cable firms. The cable firm has now put replaved all main lines with fiber and I know they plan on a fall promotion to sign offer and sign up the residential user. Erie has Adelphia cable and they are offering cable access too. None of these services cost less than another ISP with a second phone line within a $10 variation. The exception is they milk the businesses price wise:-( I am trying to convince them that the stores I have in a shopping mall and in a strip shopping plaza is a residence;-) Broadband is coming fast and I plan to buy the stock that will have the momentum for this behind them. You just bring them to my attention please:-) Glenn

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