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

To: Sarmad Y. Hermiz who wrote (107876)	9/2/2000 10:50:36 PM
From: Victor Lazlo	Respond to of 164684

<< To short NTAP you need a down market. >> Or an unsatisfactory product, which ntap has. <<NTAP market is getting very crowded from all ends. With the latest entries from IBM/Compaq and from Dell, and the drive makers. >> and Gateway. <<But AMZN went on to make new all time highs while its market was getting crowded, too, for a while. At least NetApp makes money. >> ntap has gone up to a $36 billion partly because they are profitable. They have over 330 million shares out. I don't recall what amzn's mkt cap was at its peak, but I don't think it was much above $36 billion. But i'm like you I do not know what makes a good short ( Jan does). I think I know what makes an overvalued stock, but of course that is not the same thing. Thought i'd raise the issue. Victor