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


To: Glenn D. Rudolph who wrote (102013)4/24/2000 10:14:00 AM
From: Eric Wells  Read Replies (1) | Respond to of 164684
 
Glenn - it's quite amazing - the market has been open for only 45 minutes - and of the 300 million shares that have been traded on the Nasdaq, 50 million of those shares have been trades in MSFT. MSFT might set a record today for largest number of shares of a single stock traded in one day.

-Eric



To: Glenn D. Rudolph who wrote (102013)4/24/2000 10:30:00 AM
From: H James Morris  Respond to of 164684
 
Short Amzn @ 51 1/4. max pain 113.;-)



To: Glenn D. Rudolph who wrote (102013)4/24/2000 10:54:00 AM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Glenn,
Another great day for the shorts.
>NEW YORK, April 24 (Reuters) - Credit Suisse First Boston said Monday it started coverage of FreeMarkets Inc. <FMKT.O> and Ventro Corp. <VNTR.O> as a buy and VerticalNet Inc. <VERT.O> as a strong buy.

said it set a 6-12 month target of $85 to $90 a share for online business auctioneer FreeMarkets.

said FreeMarkets has created substantial industrial purchasing expertise and has turned that expertise into large, long-term engagement contracts.

said the market opportunity addressed by FreeMarkets purchasing solution is perhaps the largest possible B2B market for direct materials and services purchasing, which is at least a $1 trillion market in the U.S. alone and more than $5 trillion world-wide.

said it set a 12-month target for Ventro, which operates a business-to-business electronic commerce marketplace, at $45 a share.

said Ventro looks attractive at current much-reduced levels.

said Ventro has announced four additional B2B e-commerce companies beyond Chemdex, its initial company.

said it set a 12 month target of $110 to $120 a share for VerticalNet, which runs business-to-business Web sites.

said VerticalNet's recent strategic partnership with Microsoft should guarantee its $220 million of high gross margin revenue over the next three years.

said it currently dominates the online market for dissemination of supplier information and the managing of e-commerce transactions in 57 vertical trade in communities.

shares of FreeMarkets closed at 59-13/16; shares of Ventro closed Thursday at 29-11/16 and shares of VerticalNet closed at 41-5/8.

09:24 04-24-00



To: Glenn D. Rudolph who wrote (102013)4/24/2000 11:15:00 AM
From: SouthFloridaGuy  Read Replies (2) | Respond to of 164684
 
ROFLMAO...I told all you sucker Amazon longs...the day before this thing cracked in early April...



To: Glenn D. Rudolph who wrote (102013)4/24/2000 11:36:00 AM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Added to Cohu @ 31 because I think its a steal.
Great revenue growth... excellent real earnings...plus over $80 mil in the bank.
Why the Street doesn't like these #'s is beyond me.
>
SAN DIEGO--(BUSINESS WIRE)--April 20, 2000--Cohu, Inc. (Nasdaq:COHU) today announced that sales were $72.5 million for the first quarter ended March 31, 2000 compared to $29.5 million for the first quarter of 1999 and $74.1 million for the fourth quarter of 1999. Net income for the first quarter of 2000 was $9.9 million, or

47 per share, compared to net income of $1.4 million or $.07 per share for the first quarter of 1999 and $12.2 million or $.58 per share in the fourth quarter of 1999.

Net sales for the quarter ended March 31, 2000 included $11.8 million of sales from the Company's new Summit test handlers. Through March 31, 2000, additional Summit handlers with a sales value of $24.1 million had been shipped. Revenue on these shipments will be recognized subsequent to March 31, 2000 upon customer acceptance. Customer payments received on these shipments totaled $17.0 million at March 31, 2000 and have been recorded as customer advances.

New orders for the first quarter of 2000 were a record $84.3 million compared to $38.9 million for the first quarter of 1999 and $75.9 million for the fourth quarter of 1999. Backlog was a record $84.7 million at March 31, 2000 compared to $72.9 million at December 31, 1999.

First quarter 2000 sales of semiconductor test handling equipment accounted for 87% of total sales. Sales of television cameras and related equipment were 9% of sales and metal detection and microwave equipment contributed 4% of sales.

Charles A. Schwan, Chairman and Chief Executive Officer, stated "Demand for our semiconductor equipment remained strong, as evidenced by the record orders in the first quarter. We have programs underway to address product cost reduction to improve gross margins and further increase market opportunities."