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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.60+1.5%3:59 PM EST

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To: Lizzie Tudor who wrote (51664)4/20/1999 12:03:00 AM
From: Bill Harmond  Read Replies (2) of 164684
 
I think it's foolish to sell the tip-tier here. It's a great time to upgrade the portfolio. They hit the biggest names first today, and I was able to sell my second-tier stuff before they broke and roll down into the breaks.

This weakness may prevail for a while...perhaps the entire quarter or more, but I don't think you'll find too many people today bragging how they sold Microsoft at the top in 1987, or Dell in 1990, or AOL in 1994.

What's the hurry?
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