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

AMZN 238.55

-2.3%

2:06 PM EST

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To: Robert Rose who wrote (78173)	9/23/1999 12:59:00 PM
From: Danny	Read Replies (2) of 164684

Rob: Nice to see u still holding ICGE. Man, that's a real winner. I was stupid enough to take my profit at 60 and still kicking my head!!!. CMGI did a good job today otherwise I would kick myself again for swapping my BVSN for CMGI:) But I honestly think CMGI will come back one day. I am about 30% in cash now (kind of unusally aggressive for my style). The top holdings are still YHOO AOL LU INTC MSFT CSCO. SCMR will be the play of the rest of 1999, another JNPR. I like foundry a lot as well, plus CLIC which comes up next week. Regards, Danny

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