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

AMZN 221.24

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3:59 PM EST

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To: Bill Harmond who wrote (56674)	5/14/1999 7:10:00 AM
From: Glenn D. Rudolph	Read Replies (2) of 164684

One thing that Gerstner didn't mention is that users aren't accessing the Internet because IBM is supplying technology for it. IBM is benefitting as an infrastructure supplier because demand is driven for services provided by the top of the food chain: I am not sure what Gerstner's point reall was. Glenn

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