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

To: Bob Kim who wrote (117475)	2/11/2001 7:35:03 PM
From: manalagi	Respond to of 164684

Guess what rating Blodget has on AMZN? Accumulate. Obviously, you need to rework your hypothesis. For a company that is on a brink of chapter 11, an accumulate rating is a strong of an endorsement. I am not making a hypothesis, I am stating a conjecture.

To: Bob Kim who wrote (117475)	2/12/2001 5:48:48 PM
From: H James Morris	Respond to of 164684

Bob, look for Sebl, Sap, and Orcl to make a deal with Autonomy anytime soon! They already have IBM! Then the rest come later...its only a matter of time. In the mean time growth with high P/E's are getting killed. >On Thursday Autonomy (AUTN:Nasdaq ADR - news) will announce its final results for 2000. Revenue growth, which has been 20% sequentially each quarter, is expected to have remained strong during the fourth quarter. The future will depend on how it develops its original equipment manufacturing, or OEM, business and the market will be watching to see the number and quality of OEM partners signed up in the fourth quarter. Last year the company aimed to sign up 30 OEMs, but by the end of the third quarter they had secured only 15. A deal with a big player such as SAP (SAP:NYSE ADR - news) or Siebel (SEBL:Nasdaq - news) is needed to give the shares a boost.