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

AMZN 233.22

+1.8%

Nov 28 9:30 AM EST

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To: Victor Lazlo who wrote (129741)	8/7/2001 9:33:33 PM
From: H James Morris	Read Replies (2) of 164684

>EXDS is an overcapacity / price war / crushing debt theme.... So is Lucent but unfortunately I'm stuck with it at $10. Maybe Lucent can borrow some money from Cisco.;O) >Even in the wake of this year's layoffs and inventory writedowns, Cisco remains in far better financial shape than rivals like Lucent (LU:NYSE - news - commentary) and Nortel (NT:NYSE - news - commentary), Chambers pointed out, noting that Cisco has no debt and some $18.5 billion in cash in the bank. That financial strength will enable Cisco to make savvy investments in smaller tech firms while competitors are focusing desperately on their own survival, the executive said

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