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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: H James Morris who wrote (84700)	11/21/1999 7:16:00 PM
From: Danny	Read Replies (1) of 164684

<<I'm looking at ATHM this weekend. The problem is the risk.>> James, every investment has its risk. The risk is not the problem. The problem is the risk/award ratio as well as your overall portfolio positions (eg, are you willing to add more risk to your existing portfolio, and how much more?). Just as suggested in the BW's article, ATHM's problem is not so much of a open access issue, but rather a attracting enough customers in a short period of time. TO me, if ATHM can achieve the amount of subscription number the street is hoping for, this investment will be a big winner with or without the open access issue resovled. And, I am willing to take the risk associated with this "of" because so far ATHM has been executed very well despite all the problems. I also like its management team and its leadership position in the cable-modem market. Before these fundamentals change, I am going to continue to hold my positions and buy more at weakness (so far, have positions at 47, 42, and 36).

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