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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: Lizzie Tudor who wrote (105109)6/25/2000 7:13:00 PM
From: Victor Lazlo  Read Replies (2) of 164684
 
<<Hey Victor.... I have some free cash... what do you think is a better investment, Priceline or Rambus? >>

Neither. Look at petd, seto and cvde. Much more upside in any of these at this point, imo. I'm in all three, so I offer my complete unbiased opinion here, of course!!

<<(Mark suggested that you know a lot about Rambus, seems like you are a bull - good luck to you - looks like a winner from by knowledgeless balcony... ) >>

I'm not in rmbs now :-( But it may be a buy, imo, if it comes down another 15 points or so. There's talk that NEC will be the next to sign a licensing agreement with rmbs. Expectations are very high right now with rmbs. But I think there could be a speedbump with the upcoming earnings rpt in July. I suspect it will be ok compared to estimates, but at the same time, meeting estimates after this runup would be "underwhelming"!
Victor
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