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

To: H James Morris who wrote (108457)	9/14/2000 2:15:18 PM
From: Danny	Read Replies (2) \| Respond to of 164684

James, as a sector, the superconductor stock is a wild card, IMHO. I haven't been following this sector at all this year because I have not seen the followings: 1:) The optimistic business outlook reflected in the strong bottomline and topline performance in these companies. For example, the B2B sector, although hyped up quite a bit, has seen some real exciting performance from the leaders like ARBA, ITWO, and CMRC. The Fiber sector also see unstoppable demand for their equipment from the carriers and ISP providers. 2:) No serious institutional backup. I believe stocks like SCMR and ARBA are at least considered once in a while by the big fund managers. I doubt there is any big committement from them towards the superconductor sector at this moment. 3:) Even if superconductor sector finally makes its name, the early leaders do not necessary become the winner. I had this bad experience with DSL stocks in 1997-1998. So, as a general rule, I would not weight my protfolio heavily in this sector at this time (also because I believe sector like B2B is more predictable at this point). On the other hand, who knows AMZN could become what it is today in 1997. So, it may not be a bad idea to put in 2-5% of your money in this sector. When I start to see the real topline and bottomline number, I will ajust this ratio accordingly.