Amazon.com, Inc. (AMZN) Message Board

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

AMZN 226.10

+2.5%

Nov 24 3:59 PM EST

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To: Robert Rose who wrote (80326)	10/12/1999 4:06:00 PM
From: Bill Harmond	Read Replies (2) of 164684

No. I think it's too early to move from internet stocks to biotech. I think we're in the second inning of the Internet move. That's what I mean by being careful of incrementalism. Incrementalism can really hurt performance. Even though these two new stocks have had big moves, they could digest these gains for some time. I just don't know...that's why I took a small stake. They're only 2% of my portfolio today.

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