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

To: Jan Crawley who wrote (22328)	10/20/1998 1:03:00 PM
From: M. Frank Greiffenstein	Respond to of 164685

Not sure... Jan, everything about NVLS screams "Short!"...Stuffing channel at quarter's end by selling equipment to Asians with questionable financing...DSO up big time...company refuses to give $$ figure to bookings, just states "book to bill less than 1" (???)...no sign of any upturn in semi-conductor equipment sales...dollar getting stronger. Of course, NVLS could be just another case of "being right but too early", a common malady understood all too well by the perennial AMZN shorts on this board <g>. Anyway, I have NVLS Jan puts, I can afford to wait this out another month. No way NVLS can double in 1 week and stay there. NVLS ain't no AMAT. DocStone DocStone