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

To: Bob Kim who wrote (100024)4/12/2000 10:09:00 AM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Bought qqq 100 puts @ 4 5/8.



To: Bob Kim who wrote (100024)4/12/2000 10:25:00 AM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
<Other than that I think TERN will mostly track its sector, although according to
Merrill it's trading at an attractive discount of 16X 2000E revenues versus 25X for its peers.>

I sold most of it a while back, but think I will keep the remainder. It's sector (broadband) should outperform the tech sector going forward. (The stock looks pretty vulnerable st, however.) Thanks for your input.


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