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

AMZN 229.12

-0.2%

Nov 26 3:59 PM EST

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To: Victor Lazlo who wrote (34591)	1/12/1999 11:28:00 PM
From: BGR	Read Replies (1) of 164684

Victor, Remember that adjusted for risk the returns of almost all portfolio managers equal (or are less than) the risk-free interest rate. It may just be that Eugene's risk preferences are different than Dreman's. I have very little knowledge of Drenan's portfolio parameters, but I would not be surprised if an obsessive indexer (like me, for example) finds Drenan's risk tolerances unacceptable. That, however, wouldn't invalidate either Eugene's, or Drenan's, or my investing philosophies. It would simply underscore the relative risk preferences, a matter of personal preference which is best kept out of international TV IMHO. -Apratim.

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