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

AMZN 220.66

+1.6%

Nov 21 9:30 AM EST

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To: Sarmad Y. Hermiz who wrote (50356)	4/14/1999 7:21:00 PM
From: GST	Read Replies (1) of 164684

Sarmad -- I thought nets were profit-taking amidst a 'tech sucks' backdrop. INTC is going to have trouble making money like they used to -- INTC sucks most of all. Same with DELL and their boxmaking brethren. LSI is in the sweet spot of its cycle -- and are going to do well while other semis suffer. There are a lot of cross-currents -- but does it add up to a sharp downdraft? Rotation? I don't know -- but at the very least we are heading for new leadership. William argues that the nets have bucked the trend and will continue to do so. Looking at them today, you have to wonder. The market looked pretty jumpy. I have some almost worthless April MSFT puts which make me dream of a blindside blow to the market lasting for a couple of days. <G> My advice -- SELL ALL YOUR MSFT, NOW! <VBG>

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