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

To: Robert Rose who wrote (57574)	5/20/1999 4:32:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Actually robert I just got through looking at silknet, msgi and raging bull none of which impress me in the least. So, this is not a highly researched call on the cmgi portfolio, since there is much more to cmgi than those 3. However I do feel cmgi benefitted the most from the froth in the market right now since they are a vc really, and if you want a dramatic short play it might be worth looking into. From my point of view amazon is also a vc play at this point too, although they don't get credit for that, and amazon is aligning themselves with quality names that can stand on their own, maybe its the Kleiner connection. At any rate the constant dwelling on things like dropping prices 10% on NYT bestsellers when amazon is this diversified animal now makes me think people aren't really looking at the big picture. I like etoys btw but didn't get in today, I had an order at 55 which obviously didnt execute