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

To: Greater Fool who wrote (50903)	4/16/1999 3:56:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Will YHOO and AMZN close at identical prices?? Talk about close.

To: Greater Fool who wrote (50903)	4/16/1999 3:58:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Yes... proprietary architecture, spiffy software products (Java) that they do not recognize significant revenue on, specialized high end servers that cannot be manufactured efficiently (you need volume commodities for that) etc. etc. Disclaimer - I worked at Dell once.

To: Greater Fool who wrote (50903)	4/16/1999 4:41:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Portal <PRSF.O> sets IPO at four million common WASHINGTON, April 15 (Reuters) - Online service Portal Software Inc. said it will offer up to four million common shares in its first-ever sale of stock to the public. In a filing with the Securities and Exchange Commission on Wednesday, the Cupertino, Calif.,-based company estimated the initial selling price at $10 to $12 per share. Portal has applied to list on Nasdaq under the stock symbol <PRSF.O> and expects to trade the week of May 3. Following the sale of the IPO, Portal will sell to Cisco Systems Inc. <CSCO.O> and Andersen Consulting LLP a concurrent private placement, an additional three million and up to 400,000 shares of common stock. After the offering, outstanding common will total 75,235,730 shares. The underwriters were granted an over-allotment option to purchase up to 600,000 additional common shares. The offering will be made through Goldman Sachs & Co., Credit Suisse First Boston, BancBoston Robertson Stephens and Hambrect & Quist. Net proceeds will be used for general corporate purposes, repayment of debt and working capital, including sales and marketing activities, product development and support and capital expenditures. Portal develops, markets and supports real-time, scalable customer management and billing software for providers of Internet-based services.

To: Greater Fool who wrote (50903)	4/17/1999 7:10:00 AM
From: Olu Emuleomo	Read Replies (1) \| Respond to of 164684

>>>The threat from Intel / NT is bad enough, but you throw K7's into the mix and price/performance will plummet<<< So, why is SUN's revenue accelerating? If you dont use SUN's products, it's hard to understand why they have not gone the way of DEC, SGI or other 'workstation' builders. The answer is innovation. Sun is truly an innovative company (Java, JINI, Servlets, NFS, etc..) Also, the move towards the internet and away from stand-alone boxes does not hurt. The real loser in the advent of cheap PCs are Compaq, GTW and DELL. Just take a look at their charts. The tape does not lie. BTW, shorts, if AMZN closes above 200, you are toast! Trust me on that :-)) --Olu E.