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

To: Glenn D. Rudolph who wrote (115492)	1/16/2001 11:18:31 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

>>The comforting part of I was correct on Amazon's fundamentals... A little compacent, I'd say! :)

To: Glenn D. Rudolph who wrote (115492)	1/17/2001 12:36:14 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>Lincoln Capital ups Amazon stake Lincoln Capital Management raised its stake in Amazon.com to 7.25 percent, according to documents filed Tuesday with the Securities and Exchange Commission. Lincoln owns 25.8 million shares of Amazon's (AMZN: news, msgs) common stock compared with the 18.1 million shares, or 5.1 percent stake the firm held on Oct. 10. The filing did not indicate the exact prices and dates that Lincoln bought the stock. Analysts remain cautious on the company and anticipate a difficult first half of the year for the Internet retailer. Shares of Amazon rose 39 cents to close at $18.06.

To: Glenn D. Rudolph who wrote (115492)	1/17/2001 3:00:07 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

Glenn, Regarding Ariba and I2. I read in a Morgan Stanley research note that of 430 licences Ariba had issued, only 25 include I2 software. And all of them are Ariba initiated. Meaning that Ariba brought in I2, not the other way around. Also that even though I2 has a much more extensive package, typically only 60% to 70% is implemented. And that Ariba implementations (because they are less heavy-duty) take only six months to install and show results. So they are an easier investment to make. So perhaps the picture is not all bleak. And last but not least, we have Mark F, HJ, William, and most of the new economy thread on our side. Actually its that last part that scares me. I wish we had GST on our side. But you can't have everything. Good luck Sarmad (who, me worry ? Nah, I'm not smart enough!)