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

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

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To: Eric Wells who wrote (109321)	10/2/2000 3:40:04 PM
From: Lizzie Tudor	Read Replies (1) of 164684

. Are you saying you don't feel ARBA, BRCD or PHCM aren't just a little over-extended? Do you feel these stocks will continue to go up - and if so, on what basis - momentum or fundamental valuation? Let me interject a little even though this post was directed at William. Those that believe ARBA will rise from here (and there are many) do so on a fundamental basis. The rationale is that b2b is becoming a sort of internet-enabled ERP, where you can do all your business in the virtual space. Since some ERP companies (SAP for one) reached in excess of 50 billion prior to the internet expansion possibilities then it follows that ARBA could get there too - and beyond. That assumes you believe ARBA will take the space like Sap did once though. Personally I like a few other companies here better than arba but I do agree with William that either one or a cocktail of companies will get to about 100 billion plus or more in the next few years. It only took 3-4 yrs for ERP to reach the valuations that they did.

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