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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: Robert Rose who wrote (118976)3/1/2001 12:59:04 PM
From: Glenn D. Rudolph  Read Replies (3) of 164684
 
There is been a lot of discussion about no one posts their sales. Let me bring the thread up to date if anyone cares.

I sold DYN at a slight loss today due to concerns much of their profit has come from lucky energy exchange trading.

I sold BRCM with a major loss today due to the slowing demand and over supply. I had entered BRCM twice one at $175 and a lot more shares at $82 while at the Bank of America conference. That was a large loss.

I sold VIGN at a major loss while at the Bank of America conference. I did not like their presentation. I lightedn my position in BVSN at a loss and am still holding a small position.

My main portfolio account is still on margin although there is enough fixed asset securities in this to pay off the margin so am not sure if one would consider that margin except I am paying interest.

I am adding new money to the portfolio generated from business operations but will leave it on the side lines until I see a change in market sentiment and direction.

I am keeping the balance of my energy and tech holding which I will have updated in my portfolio today.

I still own ISLD and have nod sold due to only raising a minute amount of cash. I have not decided if i should clear it out.

Glenn
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