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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 230.84-0.7%Dec 31 3:59 PM EST
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To: Bill Harmond who wrote (93569)2/15/2000 9:19:00 PM
From: Victor Lazlo  Read Replies (1) of 164684
 
I know William. it all depends on what the portfolio is built on.

I avoid the .coms and focus on hardware and the internet enablers. I prefer the shovel and pick-ax co's to the goldiggers, becuase I think most of the goldiggers are coming up dry. The hardware and the internet enablers have decent and increasingly attractive fundementals. Not so of most .coms. Then again, I missed out on some incredible .com gains of the last couple of years.

Speaking of hardware, RMBS up 36% today.
Victor
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