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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 226.99-1.1%Dec 8 3:59 PM EST

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To: Glenn D. Rudolph who wrote (109832)10/7/2000 8:32:21 PM
From: Lizzie Tudor  Read Replies (2) of 164684
 
yeah - I like arba but as of last week I wasn't in it. I just thought it was too high relative to cmrc. But at these prices I will likely go back in.

I differ from william and agree with eric and prissy in that (even at these prices) arba is priced for 100% perfection and you never know, they may not execute. So spread the $$ around a little if you can.

Loudcloud is hosting a lot of the b2bs it looks like. B2b needs hosting because the products are a mix of oracle, bea, java etc. So loudcloud might be a good hedge if they come out while the mkt is still in a funk.
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