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

AMZN 226.19

-1.8%

3:59 PM EST

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To: GST who wrote (137596)	1/23/2002 12:03:14 PM
From: Bill Harmond	Read Replies (3) of 164684

I don't consider Ariba a marginal player. Look at Ariba's numbers from 1997-2000. They were among the best if not the best in the software sector. You must realize that Alan Greenspan inflated the bubble and deflated it. He inflated it out of two fears. The first was the 1998 infusion due to the ASEAN/Russian currency crisis, and the second infusion was the huge pre-Millennium add in late 1999. His mistake (which he admitted in San Francisco last week) was thinking that the economy couldn't realistically handle the growth rates it achieved without causing inflation. He now says that productivity achievements from IT investment supported higher rates of growth, and you can bet he's acting on that realization going forward. You tend to single stock out in your posts. Ariba did not decline in a vacuum. BTW, BofA published a report on semiconductor equipment stocks this week that contained this information about Internet traffic growth which I posted earlier. If true, the implications for the entire Internet complex are profound: Message 16948637

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