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

AMZN 220.66

+1.6%

Nov 21 3:59 PM EST

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To: Olu Emuleomo who wrote (145697)	8/18/2002 3:21:19 PM
From: Lizzie Tudor	Read Replies (1) of 164684

I don't know what to make of IBM right now, thats why I left them off. I see Dell as a major threat to their hardware business, and they are not a software company per-se. I like app servers but I'm not sure we know who is going to take that biz... oracle has an app server too preloaded on a Dell box. If you are a software company like sebl oem'ing oracle for your data layer why not take their app server too vs. oem'ing yet another vendor. I don't know. So are you thinking its time for a rally based on that chart you posted- in the naz or the dow? L

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