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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 227.04

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10:08 AM EST

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To: Bill Harmond who wrote (71704)	8/4/1999 1:18:00 AM
From: GST	Read Replies (2) of 164684

William -- your idea of diversified is not normal -- your fifteen stocks are, I suspect, pretty strongly correlated because of your investment preferences. It sounds like you have a track record to be proud of -- don't be too proud to sell some and hold some cash. You just might get to play the ultimate dip. You are, at heart, an optimist and a trader (my impression) -- let it rip. Sell some and use that to re-enter -- even if it is only for a little while. Its not my place to say all this -- but if we were old friends it is what I would be telling you over a beer. Let me presume that in some parallel universe we would have at least been good for an hour of stock market banter and a good natured beer.

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