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: H James Morris who wrote (108255)	9/11/2000 12:33:41 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

HJ, to be honest, I've grown a little sceptical of b2b. Not that I don't believe it's a growth area, because I do, but just am getting tired of the volatility. (Am I on the right thread? :)) That said, I have a pile of cmrc picked up at 55 and a little ppro left over from the last crash. b2b currently represents 15% of my portfolio, a slice I'm comfortable with. ps. Just bot some bbh today. The bios keep acting like they'll outperform the market. Now 15% in the bios. Will only increase that on dips.... You still an msft believer/investor? Rob