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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.55+0.2%Dec 5 3:59 PM EST

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To: Glenn D. Rudolph who wrote (72948)8/10/1999 2:24:00 PM
From: dbblg  Read Replies (2) of 164684
 
OT

Hi Glenn, haven't had much time for SI this week, but wanted to mention that I got stopped out of the rest of my CMTN today (when it broke through Thursday's lows). Somewhat to my surprise, QCOM and JNPR are holding up pretty well. I am a little nervous that Cisco will do some sabre-rattling vis a vis JNPR tonight so I'm not adding any more, though the relative strength is tempting me.

I also think GST is too bearish about the market in general, but I'm content to wait in (mostly) cash and see what happens. I'm a little surprised there hasn't been more forced selling in the inets. Either inet holders aren't as leveraged as conventional wisdom indicates, or they've entered the deer-frozen-in-headlights phase.

cheers.
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