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

To: Sarmad Y. Hermiz who wrote (107765)	8/31/2000 9:29:32 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

If however, you talk about B2C or A2Z or whatever, then in my opinion it is useless. I'd rather read the more objective posts of Eric or the impassioned poetry of impristine than some new economy delusions. Or even the musing of HJ regarding a bigger Class! Well this is where you and I differ. For one thing, I believe you need to know the space that a particular stock resides in, in order to tell whether it is undervalued or overvalued relative to his peers. For example I'll use an area I am familiar with, just as a point of reference, XML. If you just buy any old XML stock because "xml is going up" then you won't get the big winner. I have personal experience with that and supply chain management - last year they were all depressed but once software came back ITWO became a 20-bagger while the others where maybe up 50% from their lows. So back to XML who is the best to go long, or short for that matter? You won't see it discussed here. William brought Nuance to the other thread a while ago. I finally discovered v-XML has potential after visiting some websites of the new exchanges. I then researched all the voice portals and voice stocks and discovered that Nuance was indeed the best positioned to benefit if the voice-web ever takes off. Sure a whole bunch of stocks are overvalued but nuance has the best value chain. That was a great pick of William's. I've made some fundamental calls in software lately, those are webm buy, itwo sell or hold, psft buy, mctr buy. I bought calico at under 6 but sold recently. I also have learned a lot about technicals and trading from you and Jan. Anyway I'm very interested in any substance especially areas I don't know like trading, or comm/hardware/wireless stocks etc.