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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 226.48-0.2%9:49 AM EST

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To: Rob S. who wrote (25437)11/10/1998 12:58:00 PM
From: Robert Rose   of 164684
 
FWIW, here are my current inet holdings and what I plan to do with them. (Listed in order of percentage of my portfolio.)

CMGI - Will sell half if it gets above 90 (doubtful this cycle)

EBAY - Funny how this stock started next to last on this list just a month ago.... Will sell 1/2 position when it gets in the 140s (today? Was at 135 when I started this post. What will it be when I actually post it?) Otherwise, will double up if it approaches 100 on the downside.

CASH - Kicking myself for being 20% in cash right now....

AOL - Definitely a hold, unless it blows off to 200 (doubtful this cycle). What's wrong with this stock today anyway?

AMZN - Will sell most if it blows off to 175 (doubtful this cycle). Otherwise a hold.

BRCM - Will hold. Fundamentals look great. Would triple my position on a dip to 85 (likely before 4Q earnings)

Kicking myself for selling YHOO at 127 (trying to lock in profits after the Sept scare)

Kicking myself for selling INKT at 85 (ditto)

Rob

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