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

To: Mannie who wrote (89108)	12/30/1999 11:17:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

<i.Glenn, thanks for the history. I love watching the evolution of this ebusiness revolution. I really do believe in Amazon long term, but it is still a relatively small portion of my portfolio......I like to take small (3-5%) "seed" positions in companies and let them run. I hold much larger positions in the backbone companies of the net-CSCO, EMC, QCOM & MSFT. Scott, It appears our investment styles are the same. My major positions are MSFT, CSCO, MU (now), TERN ,etc. I went astray shorting Amazon, paid my tuition and am back to my regular style. You may be correct on Amazon long term. The evolution is the key here and I do not see Amazon frightened to try new concepts. The comapny has surprised me a lot in that area. Glenn