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

To: HG who wrote (46434)	3/19/1999 9:28:00 AM
From: Glenn D. Rudolph	Respond to of 164684

From Keith Benjamin: "EXPECT SOLID REPORTING SEASON ˆ The recovering stocks are already beginning to reflect some level of positive surprises during reporting season. However, we have tended to see the leading stocks reach new highs, suggesting there is still some near-term upside for the group. We expect AOL to show record subscriber growth and Network Solutions record registration growth, suggesting strong trends for growth in consumer and business audiences. Advertisers seem to be using direct marketing tools to make increased spending more effective as consumers buy more online. We remain focused on two stocks, Amazon and Lycos, where we believe near-term confusion about sequential growth and price competition at Amazon and the deal terms at Lycos are distracting investors from superior fundamental positioning to grow into bigger valuations. We expect results at Amazon will now beat lowered expectations and that complaints about the Lycos deal will draw attention to the stock, which will rise one way or another."