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

AMZN 222.65

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To: Lizzie Tudor who wrote (117275)	2/12/2001 2:36:06 PM
From: Bill Harmond	Read Replies (2) of 164684

In my opinion the monsters were Openwave (second hand...I was sick day 1) and Brocade. A sleeper is Veeco Instruments. I was really impressed by Veeco. I bought Veeco this morning for the first time at 48 1/16 and added to Brocade on this break at 60 7/8. The SAN market, wireless data, and metropolitan WDM are the industries ramping fastest. Broadvision is in bed with BEA now, I missed ARTG but hear they were impressive. I was with Glenn when we met the Ariba financial managers and he settled the controversy for me over term licensing to my satisfaction. It's a voluntary option. Glenn's a really sharp guy.

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