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

To: Glenn D. Rudolph who wrote (119811)	3/9/2001 12:04:14 AM
From: GST	Read Replies (2) \| Respond to of 164684

Glenn: I was in Mexico for two days -- it was news to me. I have a position in i2 -- I considered selling yesterday -- but i am with you in the sense that I expect they are now "attractive". If I did not know a lot about SCM I would be uncomfortable with their valuation -- that is what i think is hurting their stock price. I expect they will come back strong as people who understand this area step in a buy substantial positions -- lets face it, the trend in tech has been terrible. Intc, yhoo all the old favorites are going down the tubes. It is hard to get a stock that is poorly understood to hold up well in that environment.