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

To: Robert Rose who wrote (109792)	10/7/2000 5:53:38 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

During the go-go period, such questions may have been irrelevant ;). But, many of us have known each other for quite a while now. And times have changed. I just think we owe it to each other and ourselves to make our posts more useful to each other. I bought ARBA yesterday because William borught it tomy attention as a B2B stock that was growing very quickly with real revenue and was cash flow positive. Although, the market value is high, I believe it can go far higher and so I am willing to hold it for a long time. I bought AKAM a few weeks ago at a price higher than its current price. It appears to me they have an excellent client base, they have good technology, servers in the correct location and the service they provide will be in greater demand in the near future. This is also a long term planned hold. I do not buy on momentum. I do not have the time during the trading days to monitor the stocks. My long term buys and holds will change if there is a change in the what I perceive in the fundamentals of the company. That is not a momentum play. My account is 35% municipal bonds, 35% on margin and 20% of the equity position is in mutual funds. My portfolio excluding IRA, is 15% of my networth. It use to be 20%. I networth did not increase. My portfolio value decreased during the recent downturn in the market. The rest of my assets are my home, two other pieces of real estate and my business. My business does have some debt and the debt amount is at its highest now and will reduce as we get closer to the holidays. It will increase again early next fall. The debt is 10% of my networth. Is that specific enough? Glenn