Amazon.com, Inc. (AMZN) Message Board

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

AMZN 220.66

+1.6%

Nov 21 9:30 AM EST

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To: H James Morris who wrote (105413)	6/25/2000 11:13:00 AM
From: Sarmad Y. Hermiz	Read Replies (3) of 164684

>> ``(Infrastructure) is where the action is,'' said John Fitzgibbon.... HJ, You've been in stocks far longer than I. So you should know all these statements are just "after the fact" non-sense. A few years ago the mantra was that the stocks to benefit most from computers were the industrials because they would restructure their operations. It turned out that INTC, MSFT, and CSCO, etc... are the winners. Then it was the B2C, because they had the rising revenues. Now it is infrastructure. I'm sure it will peak, and then someone will explain that it was bound to become a commodity in over-supply. You are right in stressing that success in stocks is mostly in timing the "sponsorship" and the hype. AMZN collapsed because an analyst repeated what has been obvious for years. But now the time is ripe, as opposed to when the previous ML analyst (Jonathan Cohen ?) said the same thing about AMZN 15 months ago. So is there anything to the infrastructure plays, other than sponsorship and hype ?

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