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

AMZN 229.12

-0.2%

Nov 26 3:59 PM EST

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To: H James Morris who wrote (109250)	10/1/2000 5:38:40 PM
From: Bill Harmond	Read Replies (1) of 164684

I think most analysts miss the point about Micron when they obsess on the spot price of memory. That's fighting 1995's war. The price of memory IS going down; however the demand for memory is going up faster than prices are falling. Micron is like Dell in many ways now. Their model allows for falling prices.

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