SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: H James Morris who wrote (72622)8/8/1999 12:34:00 PM
From: Bill Harmond  Respond to of 164684
 
You're breaking a cardinal rule of investing by focusing on others' results, but here goes:

>>can you please explain weighting (like in splits)?

Weightings are exactly that: As of 7/22 I had roughly 25% more in Yahoo than AOL (5 vs 4), etc.

I still am holding everything, still up for the year. You may have forgotten that I sold everything around January 12 or 13, and started buying again pretty near the February lows. My average price this go-around for Amazon is 112, Ebay 81, Yahoo 119, Inktomi 90, eTrade 30, etc. Some recent ones are off the page like eLoan at 50, but that was bought with things like Digital River that I paid 22 and sold at 30 this spring. Plus half my Yahoo was Broadcast which was a big win. So are Terayon and Nextel. I'm not doing badly. Up considerably more than Microsoft for example. However, from the April peak, I'm down about 30%.