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

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

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To: Bill Harmond who wrote (56722)	5/14/1999 2:39:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

re: pcln, Get Blodget's report today. And what do you think of it? The problem with the cash.net report from csfb is that they presume each company that makes it to "super cash growth" quadrant will own the space, like a gorilla. I'm not sure thats true because I think the brick and mortar expenditures of oldline companies actually supported a few leaders only. The smaller companies couldn't invest and fell away. In the internet economy for example you could have amazon in the super growth quadrant and still have bamm, barely profitable but nonetheless available to consumers with lower prices. The rest of the report was right on I thought.

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