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

AMZN 230.84

-0.7%

Dec 31 3:59 PM EST

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To: Mark Fowler who wrote (133876)	10/30/2001 1:51:00 PM
From: H James Morris	Read Replies (2) of 164684

added more aeroflex (ARXX) @13. It might be a long war:( >``Our goal is to do well again in the up markets,'' explained Landis. He said he expects technology stocks to rebound. ``We were buying momentum stocks before they were momentum stocks, and we are doing that now.'' One such stock, he says, is microelectronics maker Aeroflex, which Landis believes will see more orders for its multi-chip products used in missiles. Landis said he's also learned from some past mistakes, including the one he calls his biggest: not realizing that much of the tech boom was fueled by younger phone companies buying lots of new technology they didn't yet need from companies Landis invested in. Once those phone companies started having problems, demand for many tech components dried up.

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