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

To: Eric Wells who wrote (89558)	1/3/2000 8:48:00 PM
From: Mark Fowler	Read Replies (2) \| Respond to of 164684

cbs.marketwatch.com

To: Eric Wells who wrote (89558)	1/3/2000 8:59:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

>>exactly what curve would that be? Understanding Yahoo's model relative to other Internet and other media stocks, understanding Yahoo's franchise, Yahoo's competitive position and how it benefits from network effects; the appetite by advertisers for online exposure, their choices, the growth of the market, etc. You should care where you are on the curve. >>Why did you sell YHOO this morning? ...because I think I can buy it back later for less than I sold it for, and I don't think this Internet move can last while the financial sector is in trouble. These are high-beta stocks. If liquidity dries up, even briefly, there can be some stunning buying opportunities because market makers aren't heroes. Nothing dries up stock-market liquidity faster than a bad bond market does.