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

To: H James Morris who wrote (105675)	6/29/2000 3:59:00 PM
From: fedhead	Respond to of 164684

Why is JDSU looking so soggy today ? Anindo

To: H James Morris who wrote (105675)	6/29/2000 4:02:00 PM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

At best Amzn is only a growth stock. HB's got rev growth dropping to 25% in 2003. He called today's drop in PCLN an overreaction, I wonder what he would call the previous 100 point drop.

To: H James Morris who wrote (105675)	6/29/2000 4:04:00 PM
From: fedhead	Respond to of 164684

Semis don't look to great either. I keep wondering as to why the SOX is so weak in spite of great earnings outlook for at least a couple of years. Do you think the market is looking past the great earnings to turn in the semi cycle. Look at ADI, XLNX, ATML, SNDK etc. After all the semis had a great run while they were showing lousy earnings. Anindo

To: H James Morris who wrote (105675)	7/3/2000 1:11:51 AM
From: Eric Wells	Read Replies (1) \| Respond to of 164684

On Dec. 15, 1998, AMZN closed at 242.75 pre-split. It was the next day, Dec. 16, that Blodgett (then of Oppenheimer) came out with his $400 price target - causing the stock to jump to 289 that day: Message 6856053 To put things into persepective, the Dec. 15, 1998 pre-split close of 242.75 equates to a post-split price of 40.45 - that's 4 points higher than this past Friday's (June 30, 2000) close of $36 5/16. Yes, it's true, AMZN is now trading below it's pre-Blodgett-400-call price. Imagine if AMZN had traded flat for the past 1.5 years? Certainly, Blodgett wouldn't be the star analyst he is considered today - in fact, he would probably be considered a bit of a fool (not to say that some don't consider him such). -Eric