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

AMZN 217.15

-2.5%

Nov 20 3:59 PM EST

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To: Bill Harmond who wrote (41774)	2/22/1999 2:41:00 PM
From: Elsewhere	Read Replies (2) of 164684

From a Sep. 21 Lehman Brothers report: <<CATEGORY KILLER: SAP is the uncontested gorilla in the enterprise resource planning (ERP) space, larger than the next 5 competitors combined, It has strengthened its competitive position over the past few years, growing at least 50% faster than the industry overall. We believe we are in a consolidation phase in the industry, and SAP will continue to gain market share. THE LEVEL OF MICROSOFT: The company is 1/3rd Microsoft's size this year, half their size next year, and potentially larger than the Redmond giant in 2002. The company is addressing a market substantially larger than Microsoft, growing 3X as fast on the top line, and faces no government scrutiny over its actions.>>

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