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

AMZN 231.35

+0.1%

Jan 21 3:59 PM EST

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To: Skeeter Bug who wrote (119843)	3/9/2001 9:29:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 164684

>> small growth can crush everyone b/c they all plan on 20-30% growth. good luck. i think you need it b/c the trend is shrinking eps and i don't see that trend changing while we work off this overhang of capacity created to support .bomb business models that never should have been. << But many stocks have already been crushed. The bet now is which ones have been crushed enough ? At some level pc stocks will bottom, and then go up. Apparently panicked people dumped their stocks at a loss today. We might get margin-call selling Monday and so on. But it will eventually stop and reverse to the up-side. and regarding the guy who now believes PC unit shipments will likely tumble 20 percent in the first quarter from the fourth, that is a totally bogus comparison. For a mature industry (and pc industry is 20 years old, so its mature), quarterly sequential comparison is meaningless because of seasonality. And if he thinks pc unit sales will decline for the year, then he's nuts.

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