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

AMZN 222.50

-4.5%

Feb 5 3:59 PM EST

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To: GST who wrote (108909)	9/23/2000 7:29:19 PM
From: Catcher	Read Replies (1) of 164685

GST...first, the tech i focus on is primarily telcom infra & fiber ( q, jdsu, sdli, cien, brcm, brcd) plus a few plays like extr, ntap, jnpr, arba, itwo. While (unlike most posters) i see potential for global slowdown (per kumar) in computer chips (intc, amd) spoiling the NEAR TERM party for the stocks i hold, i feel the high pe telcom infra / fiber op stocks will stay RELATIVELY strong--even in econ downteturn (slowdown...whatever). reason is this sector will power growth/recovery for major companies...they will spend on it in lean times. so while i am trying to keep powder dry (my most difficult struggle) i am ready to POUNCE back into them once intc spillover effect runs its course. sadly i can't get beyond "cycles" that last more than a few weeks--hopelessly bullish. bearish for me has been staying out of margin...trying to change because i think tough times may be ahead.

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