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

AMZN 221.60

-0.4%

10:15 AM EST

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To: Bill Harmond who wrote (134252)	11/5/2001 10:10:49 PM
From: Glenn D. Rudolph	Read Replies (2) of 164684

>>Mark is a genious to see that a year ago;-) Why do I feel left out here? What do you mean? I was referring to the analyst Mark Rowen that was quoted in the article. You do not really want to discuss Amazon with me do you? You know me and Amazon;-) Candidly, I can't discuss many other firms due to my lack of current research. I believe I know Ebay pretty well. I do not believe there is a glut of bandwidth that everyone claims. The net slows down a lot during prime time and I do not believe it is just my ISP. I am throwing out topics here. I never listened to the Homestore conference call but if i recall correctly, Ebay had no difficulty keeping revenue from advertising from falling. You may correct me on that but I believe that is the case. Yahoo's dependence on so many dot coms caught up with them for a while but I do not see a drop in usage there. Some articles indicate MSN is gaining ground on Yahoo but I am skeptic there.

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