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

AMZN 226.99

-1.1%

Dec 8 3:59 PM EST

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To: Glenn D. Rudolph who wrote (47192)	3/24/1999 5:08:00 PM
From: Tom D	Read Replies (1) of 164684

<<I believe the story is over.>> Glenn, if you review the Media Metrix data, the website visits to AMZN in the second month of Q1 99 were 35% higher than the website visits in the second month of Q4 98. And February has 6.7% fewer days than November. You can find this data by looking at my bio to find the links for my recent postings. I believe that Dell represents the tip of the iceberg in deals which we'll be seeing from AMZN. I have a lot of confidence that KPCB can create relationships to leverage AMZN's exponentially growing customer base. I have no nonpublic knowledge here--this is just a personal belief. FWIW, I had an early investment in AMZN which grew over 20x to become worth seven figures. I sold most of it in a panic in January at 125, but have bought some back so that I now have 60% of my original investment still with AMZN. I just don't want so much of my portfolio in any one company. I am betting a lot that AMZN will set a new high in 1999. Best Regards, Tom D

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