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

To: Lizzie Tudor who wrote (80829)	10/15/1999 3:09:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

So far I'm not worried about this correction either. I'm hoping that what is happening today is the factoring in of the third rate increase. Hopefully, capitulation can happen soon, if not today, before a continuation of this bull run. Despite the declining dollar, trade deficit, valuation issues, etc., I still see more positives than negatives for the inet sector. Remember, we've already been through a very stiff correction, and I won't be too concerned about market excesses until the dot and iix attain record highs again. b2b is a frieght train barreling forward, very exciting developments in comm infrastructure continue to unfold, and e-comm is poised for a terrific xmas.... I remain fully invested, no margin, and not yet buying this dip. Rob

To: Lizzie Tudor who wrote (80829)	10/15/1999 8:34:00 PM
From: Randy Ellingson	Respond to of 164684

Msft is a wild card though because I see them declining regardless. Wow, that's shocking ;-)! What is your time frame? I see them rising relative to the market -- we'll see their numbers soon enough. And if DOJ wants to split them up (and gets their way after th appeal process), I suspect after the dust settles the parts will actually be worth more than the whole. DOJ won't be taking away their market lead in any of their OS, application, or Internet (here it's market strength, rather than market lead) categories. Randy