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: Glenn D. Rudolph who wrote (94143)	2/20/2000 1:27:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

Yahoo will get to $500 easily, IMO. Dont forget the 2:1.

To: Glenn D. Rudolph who wrote (94143)	2/20/2000 2:08:00 PM
From: H James Morris	Respond to of 164684

>Whatever happened to the $1000 price target? Is that $1000 pre or post split? I don't remember! Seriously, so many of these companies have split their stocks so many times... I can't keep up. I think Amzn did 6 2 for 1's!!! OT Who's portfolio would you rather? George's, mine or yours? >WHAT GEORGE SOROS BOUGHT AND SOLD LAST Q Do you want to know how the BIG BOYS made money last year? George Soros essentially turned over his entire portfolio during the quarter ended Dec. 31, according to a 13F filing made Monday with the Securities and Exchange Commission by Soros Fund Management LLC. Out of the 243 investments held on Sept. 30, Soros sold 107 during the fourth quarter and entered into 175 new ones. The portfolio increased to $8.6 billion from $4.4 billion during the quarter. Most of the new positions taken during the quarter were in the technology and telecom sectors. Soros took new stakes in software company Clarify Inc. (CLFY - 900,000 shares purchased); telecommunications companies Nextel Communications Inc. (NXTL - 1.8M) and Nokia Corp. (NOK - 1.1M); software company Oracle Corp. (ORCL - 4.2M); Internet security company Verisign Inc. (VRSN - 900,000); Telecommunicacoes Brasilerias SA (TBH - 600,000 ADRs) and Telefonos De Mexico SA (TMX - 500,000 ADRs). But Soros didn't completely abandon the more "traditional" companies during the quarter. He also opened new positions in Wal-Mart Stores Inc. (WMT - 800,000), airline UAL Corp. (UAL - 800,000) and energy company Enron Corp. (ENE -700,000). Among the existing holdings, Soros added significantly to CBS Corp. (CBS -1.1M), Cendant Corp. (CD - 1.6M), EMC Corp. (EMC - 900,000), Genentech Inc. (DNA - 1M), Intel Corp. (INTC - 500,000), Park Place Entertainment Corp. (PPE - 1.3M), Qualcomm Inc. (QCOM - 400,000), U.S. West Inc. (USW - 1M) and Vodafone Airtouch PLC (VOD - 900,000). TOP TEN SOROS HOLDINGS BY MARKET VALUE ORACLE CORP. -- $466M GENENTECH INC. -- $400M QUALCOMM INC. -- $340M SUN MICROSYSTEMS INC. -- 331M GLOBALSTAR TELECOMMUNICATIONS -- $273M MICROSOFT CORP. -- $273M VERITAS SOFTWARE CO. -- 271M GENERAL INSTRUMENT CORP. -- 208M NOKIA CORP. -- 203M NEXTEL COMMUNICATIONS INC. -- $185M Hmmmmm. What's with his position in General Instrument? Does he know something we don't?