Amazon.com, Inc. (AMZN) Message Board

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

AMZN 229.12

-0.2%

3:59 PM EST

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To: Lizzie Tudor who wrote (89646)	1/4/2000 2:15:00 PM
From: Sam Sara	Read Replies (1) of 164684

My approach has been to consolidate into what I think are my strongest stocks- CMRC, GSTRF, PUMA, and QCOM. I am also about 20% in cash to pick up any irrational selloffs. This decline speaks to the health of the market and will assuage concerns about parallel to Nikkei blow-off. Lizzie, I admire your buy-and-hold approach.... I have great respect for William's stock picking and sense of timing, and this latest move has done nothing to change that. That said, I hope that this decline is like decline last year that left core leaders like JNPR relatively untouched. Action in CMRC and YHOO supports that (so far <g>).

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