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

To: H James Morris who wrote (112917)	12/18/2000 1:19:50 PM
From: Bob Kim	Read Replies (4) \| Respond to of 164684

HJ, Some words from HB today: "For several reasons, we believe a few consumer internet stocks are setting up for good performance in 2001: 1) Sentiment toward the sector is awful, leaving room for improvement (compare this to last year, when euphoria reigned), 2) multiples have been crushed (the risk/reward in some cases is compelling—again, compare this to last year), 3) a few B2C businesses are real and growing quickly, and fundamentals are likely to get better, not worse, through 2001 (the fundamentals got worse all through 2000), and 4) the fundamental outlook for some other tech sectors is only now starting to deteriorate (freeing up capital). Stocks we think will benefit from this over the next 12 months: AOL (AOL, $49, D-1-1-9), AMZN (AMZN, $23, D-2-1-9), YHOO (YHOO, $33, D-1-1-9), DCLK (DCLK, $12, D-2-1-9), HOMS (HOMS, $22, D-1-1-9), EBAY (EBAY, $38, D-2-1-9)." Some words from HB on 1/3/00: "Stocks we expect to perform well in the year 2000 include: America Online (AOL; $75 7/8; D-1-1-9), Yahoo! (YHOO; $432 11/16; D-1-1-9), Amazon.com (AMZN; $76 1/8; D-2-1-9), CMGI (CMGI; $276 7/8; D-2-1-9), Doubleclick (DCLK; $253 1/16; D-1-1-9), Homestore.com (HOMS; $74 1/4; D-2-1-9), Internet Capital Group (ICGE; $170; D-2-1-9), Exodus (EXDS; $88 13/16; D-1-1-9) and Infospace (INSP; $214; D-2-1-9)."