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

AMZN 227.35

+0.3%

Dec 19 9:30 AM EST

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To: GST who wrote (72819)	8/9/1999 7:12:00 PM
From: Randy Ellingson	Read Replies (1) of 164684

GST- Thanks for looking over my stock picks. I don't ever plan to change my holdings in response to the market. As for the diversification issue, I'm happier holding this concentration of tech-related stocks than diversifying into areas I know less about. My non-tech holdings are fairly significant, but INTC and MSFT do make up about 40% of my ERP (I saw someone here use the term Early Retirement Portfolio -- a term I like). I want long-term gains, and am willing to hold what are IMO great companies through the thin of a bear market. SPLI and AXC are teensy holdings in a SEP-IRA, and will probably be combined into one less speculative holding by this time next year. My most recent purchase was last week: CNET at 31.5 for my IRA. Good luck to you, too. Randy

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