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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 244.25-2.0%Nov 12 3:59 PM EST
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To: Sam Citron who wrote (91094)1/15/2000 1:56:00 PM
From: Bill Harmond  Read Replies (1) of 164684
 
>>...I would question your strategy of buying puts at this time on stalwarts like Cisco and GE, unless you have merely begun to dip your toe into the water and plan to significantly expand your put buying program on a scale-up basis over a protracted period of time and into more speculative names.

I have puts in the DOT, in Cisco, GE, and Rambus. My position in the DOT puts is 10x the other three combined. Since the DOT is not a capitalization-weighted index, it is by nature driven by its most speculative components.

I bought the Rambus puts first, into the runup over excitement about the Sony Playstation. That's not new. As far as RDRAM for desktops and workstations, I judged that the technology isn't cost effective yet. Micron is offering a worthy alternative this year.

Cisco and GE are bellweathers, manage their earnings, offer few surprises, are overvalued relative to growth and the market, and lend themselves well to technical analysis.
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