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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 244.41+0.6%Nov 7 9:30 AM EST

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To: H James Morris who wrote (64494)6/24/1999 9:19:00 PM
From: Tradegod  Read Replies (4) of 164684
 
I would like to propose some serious discussion on some possible scenarios working themselves out over the next few days and their effect on the Net stocks:

Here's some thoughts:

1. A .25 rate hike with a tightening bias leaving speculation for more hikes to follow: Outcome?

2. A .50 rate hike appearing as a pre-emptive strike and possiblity of neutral bias the remainder of the year: Outcome?

3. Continued deterioration of the long bond, coupled with high PE stocks dropping prior to Tuesday.

This selloff over the last few days appears suspiciouly benign in light of the bond. Are we getting a buildup for a panic selloff? Would it take some other event to trigger it?

Affect on the "Quality Nets" if you will. Would a major selloff allow investors to improve the quality of their net holdings. Where do they buy?
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