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

To: Ram Seetharaman who wrote (111866)	11/15/2000 5:27:33 PM
From: Danny	Read Replies (2) \| Respond to of 164684

Update on the my 10 picks. As of closing today, the best performer is still BVSN, up 60%, followed by QCOM up 20%. The worst performer is still NT, down 30% (With AMAT's strong earning, I expect NT being the only losing position by tomorrow's openning). The entire portfolio is up 11.7% since it reception. The portfolio was created in mid Oct and positions were gradully added while NASDAQ was in 3400 - 3080 range. The portfolio is 95% invested at this point. Another interesting observation is that this portfolio was about break-even when NASDAQ was at 2800 level the other day. So, I expect a worst case 9.5% loss if tech index touches 2500 level.