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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 243.02-0.7%3:59 PM EST

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To: GST who wrote (145945)8/21/2002 4:03:28 PM
From: Bill Harmond  Read Replies (2) of 164685
 
Don't patronize me GST. Go back and read the income statements for Brocade, Ariba, Yahoo, Ciena and others in 1999, 2000.

Here's a suggestion on a conservative way to play the recovery:

15:23 ET TECD Tech Data qtr on track, solid play on IT rebound-- Thomas Weisel (33.51 -1.50)
Thomas Weisel believes that TECD's July qtr is on track, and continues to view the co as the best-run distributor in the IT products food chain and a solid, low-beta way to play the upturn in tech spending; co has navigated the downturn extremely well by improving its balance sheet, strengthening its ties to key customers and suppliers, and expanding into higher-end product areas; reiterates Buy rating and $56 price target.
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