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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.10-1.4%Dec 4 3:59 PM EST
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To: KatayamaGorobei who wrote (122590)4/2/2001 6:23:28 PM
From: GST  Read Replies (1) of 164684
 
Ron: They were both overpriced -- I accept that, but when you say this: "To slam one while praising the other seems indefensible" I disagree. They are in different lines of business. The stock market treats them the same for now, but the scm software companies seem to have mission critical software to sell and are holding up in terms of sales pretty well -- case in point, manu which last week reported a doubling in sales and profitability while guiding the street to expect continued robust growth. This makes buying an scm company "defensible" as compared with a non-scm company like arba. My emphasis was not on valuation of itwo versus arba -- it was on the fact that they are not in the same business.
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