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

To: Mark Fowler who wrote (105996)7/11/2000 10:47:44 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
Scmr,Cmto,Flex,Ntro,Lptha,Frx,Peb,Adrx,Amgn, and Bought Tern back too with
the proceeds.
Mark,

You must have had a lot.



To: Mark Fowler who wrote (105996)7/12/2000 3:20:50 PM
From: fedhead  Read Replies (1) | Respond to of 164684
 
Thanks for the input. Whats your view on the semis specifically ADI, AMAT and XLNX. Demand is exploding
across the board yet the stocks haven't made much headway.
Do you think the market is discounting a cycle turn in the
semis with the best earnings behind them. I don't buy that
as the growth of the Internet is going to fuel semi demand
for several years. I think this is a great buying opp in
the semis.

Thanks
Anindo


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