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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.55+0.2%Dec 5 9:30 AM EST

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To: Oeconomicus who wrote (132821)10/11/2001 10:58:56 AM
From: H James Morris  Read Replies (1) of 164684
 
Roger McNamee, Integral Capital Partners
The risk is down dramatically. Investors know that Sept. Q earnings are the worst they have ever seen in the Technology group

Investors have also discounted a very difficult 4Q

The most typical loss from Tech highs is 95%

Uncertainty is at a level we haven't seen in 2 generations

The market reflects that uncertainty

We will not see a bull market any time soon

The risk-reward at this level is very good if you have a time horizon of 2-3 years

McNamee's Picks:

FLEX

SEBL
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