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

AMZN 222.69

+0.1%

3:59 PM EST

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To: Bill Harmond who wrote (90690)	1/11/2000 3:46:00 PM
From: Sam Citron	Read Replies (3) of 164684

William, You commented recently that you expected to be out of tech stocks for the next three months because recent significant tech consolidation periods seemed to last this long. I think a potential weakness of this strategy is that it keeps you out of tech in what is normally the strongest part of the tech calendar cycle, and potentially gets you back in in April, just as tech tends to start looking at an oncoming summer slump, which often lasts until October. In spite of your excellent timing on the eve of the correction, I would not be overly dogmatic about your self-proclaimed 90 day abstinence period.

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