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

AMZN 229.55

+1.5%

12:24 PM EST

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To: Lizzie Tudor who wrote (59937)	6/2/1999 12:29:00 PM
From: BGR	Read Replies (1) of 164684

Michelle, I have no problems with the publicly traded VC concept as Berkshire Hathway is but the same thing. But, I own CMGI puts because I think that it is a Net bellweather more accurate than AOL or YHOO (AMZN being just a nut, EBAY a nutty baby with fleas - no offense anyone, please, just joking here :-)). Also, the companies that CMGI is presently incubating are far from being top notch, there is an oversupply in the net IPO market and liquidity for that is drying up. But TBH I like RNWK and INKT precisely for the reason you do not like them, that is they are s/w companies in disguise. -BGR.

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