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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Dell-icious who wrote (11616)	7/2/1998 12:21:00 AM
From: Bill Harmond	Respond to of 27307

>>what's your take on amazon? I took a really large stake in Amazon very early last month at 44 that I sold at 60. I bought a small piece back at 70 and I'm holding it. I think Amazon has taken Cendant's place as the expected leader in on-line retailing. Their model is solid, their brand is established as the leader now, and they've left the door open for many different product categories. Now that books and music are under their belt, I expect software to follow next. Their platform is very extensible, and I think this run in the stock reflects investors realizations that is isn't just about books any more. Go to their home page and notice the tabs across the top of the screen. There is plenty of vacant space.