Amazon.com, Inc. (AMZN) Message Board

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

AMZN 222.55

-4.4%

Nov 18 3:59 PM EST

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To: GST who wrote (106721)	7/29/2000 9:04:27 PM
From: Si_Detective	Read Replies (2) of 164684

I see the March/April NAZ meltdown as valuation problem; stock has even the perfect scenario price in already. But now I see there's fundamentally problem; demand is slowing in PC, and esp. the wireless. Wireless has much semi content in it and it's one of the major driving force of this run up, now it's slowing. I've been long the semis for sometime, but since the earning season started, I started to unload most of them. I am not eager to get in as I think this is not over yet.

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