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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.95+0.3%Dec 1 3:59 PM EST
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To: Tom D who wrote (76607)9/5/1999 2:13:00 PM
From: Lizzie Tudor  Read Replies (1) of 164684
 
I have been studying Jacob Ryan, the manager of the Internet Fund from 12/97 thru 5/99. In this period his fund gained 562%, making it the most succesful mutual fund in history. Anyway, Ryan sold all his AMZN in March '99, and he does not invest in B2C eCommerce companies. He is moving on to internet sectors with better risk/reward ratios


There is a new mutual fund coming from somebody for comm infrastructure. This would be the networking companies... I like the sound of that, perhaps he is moving to that area.

I also think that b2b is crowded with companies like chemdex which are not really b2b, and that is the real danger with the b2b incubators in my view.
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