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

AMZN 232.38

+0.1%

Dec 24 12:59 PM EST

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To: Glenn D. Rudolph who wrote (32231)	1/3/1999 1:50:00 AM
From: James Thai	Read Replies (3) of 164684

If I had to choose one to short right now, it'd probably be YHOO.. and long AMZN and AOL. AMZN has better relative strength, and when it comes down to it, ecommerce is hot, portals are not. But I'd rather be long them all.. I can't fathom why anyone would want to be short over the next couple of weeks. Maybe we'll see a correction on Monday due to all this negative press coming out, but why mess with: YHOO - fantastic earnings and split. AMZN - blowout revenue number for sure. AOL - earnings and split coming end of January, and they just put out an impressive subscriber. Maybe after these announcements I'll buy some puts for "sell the news", but I'd be wary right now if I were short. Pick up some points on Monday maybe, but after that... watch out. "Safer" shorts (in my unresearched opinion): DBCC on the day of the MKTW IPO, 2nd tier online brokerages, CMGI (overbought on split news and earnings), EBAY. James.

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