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

AMZN 228.44

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3:59 PM EST

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To: Victor Lazlo who wrote (145223)	8/11/2002 11:13:57 PM
From: Lizzie Tudor	Read Replies (3) of 164684

I don't know much about that san business, but based on the situation we had in software, it looks like the landscape is too crowded. Once you get down to two, maybe 3 companies in each high tech space things look a lot better. Thats what happened in software. Its a race between sap, psft, sebl, oracle (apps) and a few, very few niche players. Same thing in comm infrastructure. It looks like there are too many san players to me. L

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