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

To: Bill Harmond who wrote (118514)	2/25/2001 11:20:57 AM
From: Glenn D. Rudolph	Respond to of 164684

Bill, I am going to start here with some posts down memory lane. Many are not replies from posts to you. Most will have to do with the opinion I expoused regarding Amazon's future from years gone by. It is easy to see what I was replying to because I always quote of the prior post. Edit: I see the italics will not show in italics but I am certain this is easy to follow. To: Billsig who wrote (47828) From: Glenn D. Rudolph Monday, Mar 29, 1999 7:42 PM ET Reply # of 115235 ''I think it'll (share price) go up about $10 to $15. I don't think there's any cap on it. If you look at Wal-Mart, Wal- Mart's a $150 billion company. There is no reason that Amazon's opportunity isn't as large as Wal-Mart's. It's not going to get there in a year or two, but it's a long-term story that you've got to have in your portfolio. My goodness. What baloney. ''It is a perfect business for the Internet. eBay has shown how successful they can be, by doing it. It allows Amazon to go into multiple categories very quickly because they don't have to scale the fulfillment size -- they can just have their customers sell each other stuff, the same way eBay do. Lastly, it is very powerful when integrated with Amazon's other services. I do not see EBAY burning the house down with profits. They have some but very little. Glenn

To: Bill Harmond who wrote (118514)	2/25/2001 11:35:20 AM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Bill i'm beginning to think that this decline is more secular, financial assets have peaked with our dollar and hard assets like basic materials, natural resources, commodities, Real estate will be the place to park more assets. And i'm thinking about looking at Europe, the next super power. I sold out my allocation in financial stocks.

To: Bill Harmond who wrote (118514)	2/25/2001 1:03:26 PM
From: Glenn D. Rudolph	Respond to of 164684

To: William Harmond who wrote (39895) From: Glenn D. Rudolph Saturday, Feb 13, 1999 7:58 PM ET Reply # of 115238 You could say the same about Dell. You only make money selling at a higher price. We've seen this movie before. Extended, corrects, extended, corrects. To say buyers are gullible presumes they're wrong. William, The suttle point is DELL is successful in their business. Some could argue DELL mayor may not be overvalued but there is underlying fundamental support. Glenn