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

To: H James Morris who wrote (141043)	3/28/2002 8:38:16 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

"I sure hope Billy didn't hussle you into CIEN, ONIS, CORV, or SONS" I am the proud owner of some SONS. I would be happy to sell it to you at 1/3rd what I paid for it.

To: H James Morris who wrote (141043)	3/29/2002 1:56:46 PM
From: fedhead	Read Replies (2) \| Respond to of 164684

I think if you buy the winners in the telecom equipment space now when everyone hates them you will do well if your time horizon is a couple of years as carriers will resume spending sometime this year. The problem is no one knows who the winners will be at this point. So its best to bet on companies that have staying power. I would CSCO seems to be the safest bet in this sector and I am not saying it his because I work at CSCO. I think the management has shown the capacity to take away market share from the JNPR, LU, NT during this downturn. Its an expensive stock based on current earnings but you have to pay the big bucks to get the 0.300 hitter in your team. Thanks Anindo