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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: schrodingers_cat who wrote (123165)	4/7/2001 3:40:33 AM
From: GST	Read Replies (1) of 164684

"BTW SCMR's warning was worse than ARBA's!!! That ought to make some people think." This has been the story for telcoms for some time now -- there is huge demand but the competitive dynamics make the industry highly unattractive. Anybody who looks at companies and not the competitive landscape has no business talking about "the fundamentals". Obviously I am not referring to you :) but using this as a general statement.

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