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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Jan Crawley who wrote (67401)	7/13/1999 9:59:00 AM
From: James Thai	Read Replies (1) \| Respond to of 164684

Buying AMZN Jul 120 Calls. Short term inet bottom, IMHO. James.

To: Jan Crawley who wrote (67401)	7/13/1999 11:53:00 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I am holding 600 Amzn shares now and at this point, I will be happily settle for $138 by 7/27. No other net shares. I got out of my gnet calls yesterday (posted here) a good gain, of course I missed selling last week which was stupid but anyway.... I had an outstanding low limit order for Aug gnet calls, picked up at open for $3 less than my limit since the open was horrendous and already up! Playing your game now..... but very small $$, this is too risky... still have my LT portfolio

To: Jan Crawley who wrote (67401)	7/13/1999 3:11:00 PM
From: Sam Sara	Read Replies (2) \| Respond to of 164684

>I am holding 600 Amzn shares now and at this point, I will be happily settle for $138 by 7/27. No other net shares. Interesting that you have scaled down your target for the earnings run. I sold all my net stocks yesterday:GNET,INKT,AMZN,VRSN,NITE,ITVU. (I am on vacation right now, and learned that my stomach cannot tolerate this volatility, with an alarmingly large amount of my capital in net stocks). I still think we will have a modest earnings run, perhaps starting next week. With a time frame of a week hold (at most), it truly is time to look upon these stocks with a most cynical eye, and invest in those with the greatest chance to move. To me, that means AMZN and YHOO among the bigger names- YHOO is a crazy stock with unbelievable volatility that is probably an excellent indicator of net mania. When YHOO starts acting like the market leader it is (in terms of less volatility), that will truly signal the end of net mania- unfortunately, I am sure that this will be a trailing and not warning indicator. Any thoughts on other stocks for this time frame? I am considering GNET, BVSN, VERT, and DCLK. Some newer issues are also intriguing: EELN, CARI, ARBA, but I am not sure how these will respond to anticipated e-run. Their small floats make them alluring, but their lack of price history is un unknown to me. Can anyone comment on behavior of similar stocks (i.e. recent IPO in net sector) during previous e-runs?