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

To: Bill Harmond who wrote (93569)	2/15/2000 10:33:00 AM
From: Jan Crawley	Respond to of 164684

Janus must be selling it's top holdings! Yhoo/Amzn/Ebay/Aol's top institutional holder is Janus.

To: Bill Harmond who wrote (93569)	2/15/2000 11:36:00 AM
From: Bearded One	Read Replies (1) \| Respond to of 164684

My definition of Correction: When stocks drop enough to temper enthusiasm for the market. Note that "percent drop" has nothing to do with it. What's happened with the last 10 or so so-called corrections: Stocks dropped enough to engender more enthusiasm because "the market has had a correction, time to buy the dips." In other words, there will be no correction unless people don't buy the dip. In this particular market, that means a correction will be the equivalent of a full-scale crash.

To: Bill Harmond who wrote (93569)	2/15/2000 9:19:00 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

I know William. it all depends on what the portfolio is built on. I avoid the .coms and focus on hardware and the internet enablers. I prefer the shovel and pick-ax co's to the goldiggers, becuase I think most of the goldiggers are coming up dry. The hardware and the internet enablers have decent and increasingly attractive fundementals. Not so of most .coms. Then again, I missed out on some incredible .com gains of the last couple of years. Speaking of hardware, RMBS up 36% today. Victor