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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 247.35+0.4%Jan 9 9:30 AM EST

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To: H James Morris who wrote (119707)3/8/2001 12:50:25 PM
From: Robert Rose  Read Replies (3) of 164684
 
hj, i do think that yhoo's problems require new econ investors to reconsider their asset allocations. i'm largely still invested in wireless, broadband and internet infrastructure. 50% of my liquid assets, as you know. i have to think we are near a long term bottom and so i have to think it makes sense to hold from here.

but maybe this new economy is not evolving like us long term bulls have hoped??

i'm really interested in your perspective here. i really don't know.....

tia, rob
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