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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 238.53-2.3%3:34 PM EST
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To: Bill Harmond who wrote (39805)2/12/1999 5:09:00 PM
From: fedhead  Read Replies (1) of 164684
 
Thats true for now but things change real fast when the Go rilla in the market comes hunting. Look what happened to Ascend in remote access after Cisco came in or Netscape after Microsoft. What happens
if Oracle starts bundling the database with the application software
to gain market share ala Microsoft. Declining margins won't support Seibels stratospheric valuations.

Thanks
Anindo
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