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

AMZN 223.71

-3.9%

1:58 PM EST

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To: H James Morris who wrote (132820)	10/28/2001 5:26:14 AM
From: Tom D	Read Replies (1) of 164684

No, not at all. I have had no EPNY for a long time. I think I sold some in triple digits and some in the 50s. I got very lucky with the Bubble. My average sale prices for AMZN, CSCO and JNPR were $55, $53, and $225. I moved 95% of it over to a money manager in November 2000 and the wife made me go very conservative so we are only down 4% year to date. I am thinking about buying some EPNY again, with an investment horizon of a couple years. They have over $300M in cash, a technology value of <$100M. The risk is whether or not Siebel and Oracle can take their business away from them. EPNY has better products, but for Siebel and Oracle, they have the advantage of only needing to upsell their current customers. And better products don't always win. Did you get out of MDRX in good shape? I remember you asking me if I thought they were for real when they were on the way up, and telling you No! Tom

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