Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: GST who wrote (72819)	8/9/1999 7:12:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 164684

GST- Thanks for looking over my stock picks. I don't ever plan to change my holdings in response to the market. As for the diversification issue, I'm happier holding this concentration of tech-related stocks than diversifying into areas I know less about. My non-tech holdings are fairly significant, but INTC and MSFT do make up about 40% of my ERP (I saw someone here use the term Early Retirement Portfolio -- a term I like). I want long-term gains, and am willing to hold what are IMO great companies through the thin of a bear market. SPLI and AXC are teensy holdings in a SEP-IRA, and will probably be combined into one less speculative holding by this time next year. My most recent purchase was last week: CNET at 31.5 for my IRA. Good luck to you, too. Randy

To: GST who wrote (72819)	8/9/1999 7:28:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

my bet is that the avg amzn speculator is now underwater, amazing since amzn is up manyfold since its 12 month low.