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

AMZN 229.28

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1:20 PM EST

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To: GST who wrote (123721)	4/17/2001 8:52:48 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 164684

>> . The jury is out on whether or not we tip into recession. It is wishful thinking to believe we are out of the woods. It is too soon to tell. << I bought a couple hundred shares itwo last week. Now that Cisco is writing down $2.5 B inventory, with $1.5 B remaining. It is obvious the inventory management systems these tech companies employ is useless for managing inventory size. I wonder if the result will be more emphasis on itwo and manu sebl orcl and sap. Or these existing systems will be discredited and some vendor with a new and more alluring siren song will come on the scene. It is very obvious none of these companies had a working system to forecast demand. It seems car companies did a far better job this time. They reduced their inventory starting last October before it became a big problem.

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