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

AMZN 237.58

-2.7%

Nov 13 3:59 PM EST

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To: Mark Fowler who wrote (82682)	11/1/1999 7:17:00 PM
From: Robert Rose	Read Replies (1) of 164684

<I'm not selling anything yet. > Me neither. I looked at my stocks after noon pst to see if I could reduce my margin exposure somehow, and I didn't want to sell anything. My stock with least upside potential is probably cmgi, and even that looks worth holding right now. So I'm staying put, assessing on a day-to-day basis. Will probably reduce margin as we approach all-time highs on the dot and/or iix (about 7% and 3% above current levels, respectively). <Btw, Agil looks good do you have a price target?> Off the cuff, I would presume that agil's market cap should be about 1/2 cmrc's. It is about 40% of cmrc's now (2.1B vs. 4.9B). But as I expect cmrc to continue rising, agil should keep apace. Bottom line: agil should be a market performer within the red hot b2b sector. I'll take it. <g>

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