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

AMZN 247.35

+0.4%

Jan 9 9:30 AM EST

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To: Lizzie Tudor who wrote (89340)	1/2/2000 1:27:00 AM
From: Sam Sara	Read Replies (1) of 164684

Wireless and B2B seem to be obvious places to go in 2000. I recently entered PUMA and GSTRF, and they have continued to do well. GSTRF is riskier but recent mention in Gilder newsletter and FCC approval of US coverage has ignited stock. I also have a position in INSP. All these stocks are so hot right now that it is hard to pick an intelligent entry point. I have held QCOM for a while, and I think it will continue to do well, but at slower rate of return. BTW, do you have any FMKT? I bought some a while back and it has done pretty well. Analyst coverage begins next week- I am hoping that it will be positive and that I can roll some of profits into CMRC which will hopefully continue to base next week. I know you like CMRC the most, but how well does FMKT compare with CMRC? Don't seem like they are in same league, but market caps are not that different right now (14 billion for CMRC and 11.5 billion for FMKT).

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