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

To: Olu Emuleomo who wrote (97011)	3/21/2000 12:33:00 PM
From: Jan Crawley	Respond to of 164684

I caught the CNBC DLJ's "charge" comment regarding Yhoo/Amzn this morning, so I was sorta focusing those two. Janus did well by (a)selling lots of their Yhoo shares to Vanguard during the SP inclusion in 12/99; (b)is owing more than 10% of Amzn, (c)is doing poorly with Hlth,(d) and maybe used as "souce of funds" by other funds(hedged or non-hedged funds)...so it's all very interesting!! But I have far less feel towards the majority of the (heavily margined) hedge funds...they were in lots of the b2bs, bio,...therefore I did not touch those. I allocate no more than 20% of my total portfolio as my trading $$, and I try for 60% cash in this trading pot at the end of the day/week.