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To: Samuel R Orr who wrote (10129)	2/27/1999 1:21:00 PM
From: Rob S.	Respond to of 11555

Like yourself, I have suffered from an over emphasis on technology - or putting too much emphasis on it and not enough on other stock market factors. Amazon.com is a good example of a company that has invested little in proprietary technology but has been able to take advantage of market forces. While semiconductor and other tech companies depend on their 'intellectual property' and patents for survival, companies like Amazon have capitalized on the growing popularity of the Internet marketplace without that huge investment. Last year at this time some analysts reports pointed to Amazon's "Internet technology" lead over it's competitors. One report stated that they had a 2-3 year lead over others. A few months latter, Amazon said that they would scrap their own stuff and start using bought-in software for key customer tracking and product-push functions. Then they paid hundreds of millions in inflated stock for Junglee and Planetall for capabilities that others quickly duplicated. This is a gross imbalance of the system Companies are capitalizing on shear market forces rather than massive capital investments or proprietary technology. Money for nothing. I agree that in the long run the market will value ignored companies that show growth in sales and earnings and will likely devalue many of the darlings of the current binge. The herding instinct is a part of human nature and can't be ignored. And what looks like great technology must meet the only valid test that matters, whether it meets market needs in a timely fashion and whether the benefits of it are communicated successfully - whether or not sales and profits grow.

To: Samuel R Orr who wrote (10129)	2/27/1999 8:51:00 PM
From: Charlie Tuna	Read Replies (4) \| Respond to of 11555

Sam,WHAT IS NEXT! I was licking my chops over athm,yahoo and amzn in the spring of 96. It took along time for them to move.This was really just a fade play.Long term non of em look too compelling.I did not buy any of them boo hoo.I did get sucked into the WinChip tech as it really did look like it had a chance.This was/is a bloody fight. I dont gamble on hype and think that waiting for reality is a better plan.The times are moving faster and faster it reminds me of when the first pc's came out.My first machine ran under cp/m.What is kind of wierd is that c and unix are still pretty strong. So where are the next dominate players hiding? What is the compelling earth shattering technology they will own? Surely it is not any of the above rockets. They simply do not own any compelling technology. So again I ask who does and what is next ? I am still looking and taking the big view. ......the times they are a changing ...... Just think back to all of the issues during the last tech burst:ibm,msft,intel,apple,motorola etc. The best technology did not dominate. The mac/moto had mac os on the 68k was a blow away product all msft/intel had was dos on the 8088! Right now is a very good time to take a step back and wait for WHAT'S NEXT to EMERGE. Regards,Charlie Tuna