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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: Glenn D. Rudolph who wrote (109405)	10/3/2000 11:10:50 AM
From: Eric Wells	Read Replies (3) of 164684

That is quite thin is it not? Glenn - I know very little about Ariba. But I'd like to ask you (and any others on the thread that would like to chime in), what is it about Ariba that the company's stock should trade at 138 times sales with no PE? You see, in my view, ARBA is the current momentum-stock-du-jour, and I can't help but feel that ARBA will eventually fall back to earth. Some on this thread say ARBA is going to be bigger than SAP, bigger than ORCL. It seems I've read overly-optimistic predictions on this thread in the past. The future is unknown - anything can happen. But there is one thing that is fairly certain - the market currently appears to be frowning on "over-extended" stocks. Hey, wait a second, I think I hear ARBA falling now... -Eric

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