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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 227.58+0.4%3:59 PM EST

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To: Bill Harmond who wrote (86774)12/9/1999 11:58:00 AM
From: Lizzie Tudor  Read Replies (1) of 164684
 
Sold about 1/3 of my itwo to rebalance into arba,cmrc and itwo equal $$ amts. Bought amzn calls, pending order for a little amzn stock.

I still love itwo but wit a 160% runup in the past few weeks its overweighted in my portfolion. Ariba is lagging, I knew it was only a matter of time before cmrc caught up.

BTW, last night I noticed half of amzn's hot list for home improvement is backordered. Thats not like them, they usually overbuy... they might be experiencing more success there than they planned.
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