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

To: H James Morris who wrote (107746)	8/31/2000 3:31:04 PM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Blodget maintains a high rating of 1-1 on InfoSpace HJ, I think you bought at an attractive price, even better than Dec99 prices. I am sure HB will turn up the hype machine once the deal closes. He's probably held back for legal reasons due to ML's role as a deal advisor to GNET. BTW, he upgraded the stock to 1-1 in the $70 range in late Jan. Around 4/20/00 or so, he had a $175 price target ($700 on a Dec99 basis) on INSP, but changed it to $100 a week later. It will be interesting to see if he sets a new price target below $70.

To: H James Morris who wrote (107746)	8/31/2000 9:16:18 PM
From: Victor Lazlo	Respond to of 164684

>Henry Blodget of Merrill Lynch [MER] stated that in general, the Internet sector's hyper revenue growth is over. Blodget is not calling for a further downturn in the sector. He thinks it is transitioning to long-term growth, which is rough for stocks. "The industry has matured to the point where valuation and more fine analysis are going to be more important in stock picking. < But didn't Jeff say that we are still in the pre-historic stage of evolution of the internet? Like, in the cave-man era? But Blodget thinks this is a mature industry? A four-year-old industry is mature? Which is it? anybody know? Is the "1st mover" "land-grab" stage over?? (I loved those ridiculus phrases!!) Victor