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

AMZN 225.44

+2.2%

12:49 PM EST

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To: Eric S. who wrote (80378)	10/12/1999 9:10:00 PM
From: Bill Harmond	Read Replies (2) of 164684

I'm planning to hold the AOL calls until sometime during the month of expiry, unless bonds delrail this advance. The HGSI and MLNM are really small positions at this point. Together they probably add up to a bit less than 1x. I want to get more comfortable with them, though I could bump them up quickly. Changing sectors is like changing sports. You want to have patience to learn the culture, plus not break your neck right away! I learned about them from a money-manager friend yesterday, and they certainly seemed as promising as any Internet stock over time. I think MPPP looks great technically, so yes.

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