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

To: Bill Harmond who wrote (115998)	1/22/2001 10:42:56 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

You should learn some lessons from your own hubris, William. lose four or five big ones, William, win one little baby one and you are a champ. Keep tempting fate; you're exempt. Right. You have no idea..... learn it.... hubris serves your account no good.....

To: Bill Harmond who wrote (115998)	1/22/2001 11:04:39 PM
From: Victor Lazlo	Respond to of 164684

I told you on akam. And you rode it down from there. I told you on nuan. And you rode it down from there. I do not have time to hold your hand on all these stupid buys you guys make just before the ipo expiries. Only an anmateur would go for the "news" announcement just before the massive ipo expiry like corvis just did. It's such an old ploy. BTW, I just sold recn for an 48% gain in six weeks- ipo. xxia is a recent ipo- I have an 80% gain in it now. 20% gain in acap, another recent ipo. All you have to do is read, William. 10-month, 120% gains in boring co's like Ktec (got bought out) which made rivets and rivet tools for airplane makers like Boeing and semis, CVCI- made more $$ on that than I did on RMBS (bought out by VECO). Love the profitable, growing, boring ones. Try it some time. Reliable. Victor

To: Bill Harmond who wrote (115998)	1/22/2001 11:11:29 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Bill, as usual you just come in too late. >To compare, in Q4 1999, the biggest first-day IPO gain was 698% [VA Linux Systems (Nasdaq: LNUX chart, msgs)] and the best return was 1,160% [Akamai Technologies (Nasdaq: AKAM chart, msgs)]. One year later, the largest first-day Q4 gain goes to Transmeta Corporation (Nasdaq: TMTA chart, msgs) at 115%, and the best-returning IPO is Specialty Laboratories, Inc. (NYSE: SP chart, msgs) at 111%.

To: Bill Harmond who wrote (115998)	1/23/2001 11:39:32 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>How about Amazon, which has, over the past 12 months, been a favorite whipping boy as well? Vilar: Unfortunately, it was a favorite whipping boy of mine but for different reasons. I just felt at the top, that Jeff Bezos was out of touch with reality and he had a view on how to run his company, and I thought the view was not Wall Street-friendly. Wall Street will put up with a number of things, including losses if you're showing progress, and he basically said, I'm going to do it my way, I'm going to increase my losses because I have an opportunity to gain market share and do this. I had several discussions with him and I said don't do this, Wall Street's going to shoot you. And of course, when you get to be worth $20 billion you don't listen to many people, so the answer is, Wall Street shot him. I mean, I was one of the first people in line that really began to reduce enthusiasm for the stock. If you take a three- to five-year view, and you could say are we going to have an electronic Sears or Wal-Mart, the answer is yes. Is he likely to be that candidate? Yes. Do you feel a compelling need to have that kind of retail representation? That's a different thing.