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

AMZN 226.99

-1.1%

3:59 PM EST

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To: Robert Rose who wrote (126281)	6/10/2001 2:06:07 PM
From: Mark Fowler	Read Replies (2) of 164684

Rob my belief is that most of the newer internet companies will not make it in this environment, there are a few with great potential. Many will never come back they needed the economy to stay strong for a few more yrs., so they could get there footing in there markets. Now my read on the economy i'm still not sure( as most), if tech has entered a new secular bull market or if this is just a bull cycle within the longer term secular bear market.Time will tell soon and probably by the 3rd and 4th qtrs. of this yr. If this is the start of a deflationary period, as i suspect, it'll be hell for companies with high debts and over capacity problems, because these companies will experience further erosion of profit margins. What Ag has done to this economy has been shameful in view ,but that is speaking from my opinion, it's unprescented that He has reduced rates 250 basis points downward in less than 6 mos. just to revive our economy again. It tells me he misjudge the deflationary forces that have been working inside the economy all along.

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