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

AMZN 232.38

-0.8%

3:59 PM EST

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To: 16yearcycle who wrote (72108)	8/5/1999 12:04:00 PM
From: Wizard	Read Replies (2) of 164684

Microsoft has something like 2mm subsribers. AOL has 2mm+ simultaneously each night. AOL will likely have to bring its monthly charge down. But I don't think too many people own AOL stock for its access revenues (and low margins). AOL is about its high margin rent, advertising etc... I believe AOL is a core holding. It obviously correlates with internet stocks in general but greed/panic aside, its worth owning because I strongly believe it will outperform the average internet stock over the next 12 months. I am very, very confident in that. I keep 10-40% of my trading account in internet stocks. I was down to only AOL at 10% when this correction began. Now I own a few and looking to buy more over time. I want to get back to 40% by October. If the stocks come back before that, my % will get back to 30-40% just through appreciation (unless we are in a big rally where all sectors participate; semis. communications stocks, non-techs etc...) I am now 15% AOL and about 25% internet.

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