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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Jay Rommel who wrote (8)	3/16/1998 12:05:00 PM
From: David R. Doerr	Respond to of 387

Sterling Commerce (SE) is Merrill Lynch's Chief Technical Analysts favorite pick right now, coming out of a solid base and is his top pick.

To: Jay Rommel who wrote (8)	3/16/1998 12:17:00 PM
From: Clam Clam	Read Replies (2) \| Respond to of 387

>>Second, if you did, you will note that Moore himself never called AMZN a gorilla. Check out pages 22 and 26. ok, Moore wouldn't call AMZN the gorilla but ecommerce is entering the tornado. Look at AMZN's year over year and sequential revenue growth. My bet is that Microsoft and Cisco end up making the most money off of ecommerce. Security Dynamics is a huge e*commerce beneficiary. So are Cendant & Verisign.

To: Jay Rommel who wrote (8)	3/16/1998 5:37:00 PM
From: Sharise Brown	Read Replies (1) \| Respond to of 387

Agreed Jay .... AMZN definitely will not rule e*commerce ... AMZN is a transactions based company and like the book said, "The trasaction services sector is not a stomping ground for the Gorilla." Here are the big dogs so far: zdnet.com Also, see this thread for AMZN: Subject 19571