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

AMZN 239.30

-1.0%

Jan 30 9:30 AM EST

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To: Bill Harmond who wrote (136553)	1/4/2002 1:01:36 PM
From: GST	Read Replies (1) of 164685

"Yahoo's biggest expense is bandwidth". Bill, I don't think you get it. When a company spends billions on their network and gets fractions of a cent per dollar when they are forced to sell that network it tells you what that infrastructure is worth on the market -- a sure sign of overcapacity and a strong sign that the companies who you call "the leaders in the land grab" paid a fortune to buy land that turned out to be not so valuable in the aftermarket.

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