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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Sara who wrote (67476)	7/13/1999 6:43:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Any thoughts on other stocks for this time frame? I am considering GNET, BVSN, VERT, and DCLK. DCLK is interesting with their acquistion of netg. There are some anti-trust concerns apparently but I doubt that will get anywhere because in the realm of overall advertising dclk is minor. Anyway they didn't overpay for netg, they got quite a bargain there. I didn't like the abacus deal but I didn't know how to value it anyway... besides that one is done and reflected in the stock. And thanks to abacus, dclk is now profitable. I am familiar with Ariba, I would wait for a lower price on that one. It is a software company and vulnerable to y2k, plus the insider lockup is expiring right around Oct if I remember right... wait until then

To: Sam Sara who wrote (67476)	7/14/1999 9:08:00 AM
From: Jan Crawley	Read Replies (1) \| Respond to of 164684

Interesting that you have scaled down your target for the earnings run. Hi David, I was watching LvII and speaking my mind while Amzn was trading around 116 at that moment. But I did notice the big blocks and some accumulation strength while it was moving bet. 115 and 116. Well, intuitively I "think" e-runs cuz that the nets is a show biz therefore the net players are all looking for "events" to gather around the same tables and place their bets. But by now, almost all players are getting familiar to the game therefore I think that there will still be gathering(pile on) but most are quick on their feet to take $$ and run. So there are the targets--$138, or $150 or even $160 before 7/27 and hope that I get lucky and get as much $$ as I can. Then there will be more hou$e $money to buy the new lows in Sep/Oct. <g>