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To: Mark Fowler who wrote (117787)	2/15/2001 11:20:12 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn maybe Jeff should go out a partner with more businesses in the real world. Mark, This is extremely unlikely in my opinion. Most real world retailers that ared oing well are quite savey. It is a difficult business were only the tought survive. Bezos strength lies more in technology and there are far better engineers than he. My opinion is good real world retailers will higher proven people with retailing experience when they are available. There is actually a shortage of those although there is a shortage of good engineers too. Do you believe Bezos would make a good engineer? Glenn Let's look for an absolute bottom on Arba close to 15 1/4 however 22 1/8 is a potential support area for tomorrow could hold there, so if you are looking to add i think good area. I have enough margin now and believe I will just leave my portfolio ride. I added a lot of BRCM at the conference plus the energy we discussed. I am going to let it perofrm at this point. Glenn