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

To: Glenn D. Rudolph who wrote (111230)	10/26/2000 11:20:31 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Glenn, Virata Corporation Reports Record Second Quarter Results yesterday! OK, so what am I missing? The stock is taking a 45% haircut today? What's your take? Tax loss selling? No profit concerns? Or a combination of both?

To: Glenn D. Rudolph who wrote (111230)	10/26/2000 12:33:22 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 164684

gdr, this is a powerful network and amzn CAN'T compete with this level of service under their current structure. this is also the proper use of the net, imho. it should marginally add business, not revolutionize it for business. the net has smacked businesses as investor knowledge has increased - just as i hypothesized 3 years ago. i listened to jeff levy on computers. he went to a store to buy something. the guy at the counter said this is the lowest price available. jeff whipped out his pda and dialed into pricegrabber.com. guess what? they reported lower prices and jeff got a better deal. the retailer? their profit on that item was probably cut by around 50%. it was, and is, so OBVIOUS.

To: Glenn D. Rudolph who wrote (111230)	10/26/2000 2:38:27 PM
From: microhoogle!	Read Replies (1) \| Respond to of 164684

Glenn, I know how much you love AMZN :) Lehman Brothers love this company more than you do ;) From Briefing.com _________________ 14:12 ET Amazon.com (AMZN) : -- Update -- Lehman says reclassification significantly increases worries about the balance sheet; firm strongly reiterates view that investors avoid AMZN's convertibles. 14:09 ET Amazon.com (AMZN) 31 15/16 +1/16 (+0.2%): After further analyzing company's earnings report, Lehman Brothers identified a reclassification of company's equity investments in WebVan and Sotheby's as cash and marketable securities, raising the reported cash level by $96 mln to $900 mln.