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

To: H James Morris who wrote (76219)	9/1/1999 8:07:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

What's the difference between Cmgi and ICGE? Although I think ICGE is overvalued here, it has a better portfolio than cmgi. I think ICGE was lucky in that they got their positions this year when enterprise software was so low. A lot of their companies like servicesoft etc. are actually software and maybe in another climate they would have had other choices for money, but last year was so bad icge probably appeared as an angel to many of them.

To: H James Morris who wrote (76219)	9/1/1999 8:52:00 PM
From: Mark Fowler	Respond to of 164684

Mark, easy? How hard did you have to work to make a fortune on amzn?<< James i've had many rough times holding this stock for over a yr. it seemed much longer i've sold all shares at one time and bought back into it and reduced the amount of Amzn shares considerably again -- it's on hold for me. Where you buying Amzn at 221? I don't think so! How about 196?<< No but i remember buying some in the 180's on the way to 220. and shares were sold, LIFO. What's the difference between Cmgi and ICGE? My take is that its a new play, like Dscm excluding the float ramifications;-)<< James Cmgi and Icge are two different animals in different time frames both are good stocks so far. To comment Dscm my hope is they become profitable in reasonable time, without incurring a lot of debt. How do you, and I feel about having the IRS as a 39.6% partner?<< How do you like it? I have a solution for this buy high sell low for this yr.;)