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

To: Glenn D. Rudolph who wrote (129051)	7/25/2001 12:20:37 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Glenn, 'smart money' left Amazon.com some time ago. It appears Bill Miller the 'smart money' investor might be the only elephant left. thestreet.com

To: Glenn D. Rudolph who wrote (129051)	7/25/2001 1:16:39 PM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Glenn, Do you think the CEO-designate of ML is in need of a reality check? "Henry's track record overall has been a good one given the fact that we have a bubble in the technology sector," O'Neal said in a CNBC interview Tuesday.

To: Glenn D. Rudolph who wrote (129051)	7/25/2001 9:20:23 PM
From: Victor Lazlo	Respond to of 164684

scary

To: Glenn D. Rudolph who wrote (129051)	7/26/2001 1:46:34 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>"What AOL wants from Amazon is technology capabilities, the ability to offer state-of-the art search functions, customer-service payment processing -- all of which it gets from their alliance," said Sara D'Eathe, an analyst with Thomas Weisel partners. "I don't think it wants six or seven distribution centers, inventory risk, an entire e-commerce network. Who wants to buy into Amazon's fixed assets, with all the problems they're causing Amazon?" seattlep-i.nwsource.com Btw Glenn, will you tell this thread how much money you've made buying Billys new economy picks since you bought them or sold them. If I recall you made a fortune on ARIBA,BVSN, and VERT.:^)