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

AMZN 226.10

+2.5%

Nov 24 3:59 PM EST

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To: Bill Harmond who wrote (113776)	12/31/2000 6:38:42 PM
From: Tom D	Read Replies (1) of 164684

William, what are your favorite net stocks for next year? I turned most of my wealth over to a money manager, since I cannot figure out what next year will bring. There is a lot of money on the sidelines, but also a lot economic risk. I figure you are still following the leading net stocks closely. Could you be so kind as to list a few net stocks that you think will do best in a 12 or 24 month horizon? Sort of a high level view. Which are the best gorillas that are not still absurdly overvalued? I have a lot of VRTS, not really an internet stock. But thats my only remaining position. Do you think YHOO has hit bottom? JDSU? ARBA? And timing, would you advise staying out of net stocks for a while or do you think we are close to bottom? Thanks, Tom D

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