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

AMZN 232.37

-0.9%

Dec 3 3:59 PM EST

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To: Bill Harmond who wrote (122616)	4/2/2001 11:13:28 PM
From: GST	Read Replies (1) of 164684

Bill: "Tell me why Ariba's software (however you want to describe it) isn't mission critical. How many companies do you own whose revenues are up 125% over last Q1...let alone in this stalled software market? I think it's time you get realistic about what's really going on and not be swayed by the performance anxiety of a bunch of Jimmy-the-trigger fund managers." What is really going on is that ARBA is going down the drain faster than even I thought it would. ARBA is down over 95% since you so boldly informed me that "I don't know anything about the stock", unlike you, the ARBA "expert". I posted for weeks about the inferiority of ARBA and explained why they are not mission critical, and why ARBA is vulnerable to a sharp drop-off in sales. There is already speculation that ARBA won't make it at all -- kaput. You want to tell me to be realistic about what is going on? Bill, you might want to seek professional help -- and I don't mean for your stocks.

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