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

To: GST who wrote (114335)	1/4/2001 10:19:37 PM
From: Sarmad Y. Hermiz	Respond to of 164684

GST, I raised a little cash today. Sold all of my AMAT, SNDK and ATML. I think your analysis from last week is still correct. There will be rallies, and one should use them to raise cash. The only modification I make to that is to use the cash and buy the dips. The only way to sell the rallies is to have stock in hand, and for that, one must buy. Preferably on the dips. Regarding Yahoo, I think many analysts will still defend it the way they used to defend amazon. It is not clear whether its slower growth is a trend or aberration. I think it will get the benefit of the doubt for months. Stocks do not get to trash status until they get into financial difficulties. Yahoo has a billion in cash. Tomorrow may be your day (of reward -- and a day of reckoning for longs like me!).