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

To: H James Morris who wrote (103317)	5/12/2000 10:48:00 AM
From: Bob Kim	Read Replies (2) \| Respond to of 164684

Wow! you don't think she'd hype his picks? HJ, People suggest that all the time. They note things such as how enthusiastically she yells out her comments on tech stocks. I'm not that familiar with CONE. You seemed to have bought it a much more attractive price than others a few weeks back. Any thoughts on the electronics distribution companies in light of the tight supply of components? ML likes ARW, AVT, KNT and PIOS.

To: H James Morris who wrote (103317)	5/13/2000 10:25:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 164684

Summer came early to the markets: Volume has been dropping lately and has let some of the air out of the bubble. Now most stocks are half way to historical fundamental valuations. Maybe the market will trend up, but, IMO, nothing like the rabid movement seen late last year and early this year. Or, the recent re-test of the NASDAQ low might prove false. There is plenty of technical weakness in the market that can be used to support a bearish theory about how the market will evolve through the summer months. "Schools out for Summer" theory has proven valid so far and I have every reason to believe it will become more of a factor going forward: both NYSE and NASDAQ volumes reached record levels on a daily basis during the winter months. "Internet Casino investing" was an enjoyable pastime as long as the weather kept people indoors and paper profits mush roomed. Recent volumes have dwindled to 1/2 those levels. In all likelihood, volume will drop a bit further. With a drop in volume liquidity dries up, compounded in the highest valued momentum stocks. Probably rebounds will become shallower and the market will go into a "consolidation phase". I thought this was the Amazon thread. Oh well, there is always something to talk about when Amazon becomes boring.