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

To: H James Morris who wrote (116586)	1/31/2001 9:11:07 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164687

<<Victor, at last look Amzn had 42million shares short and a bunch of elephants like Janus and Legg Mason who won't let go. I call that dead money, while others call it a tug of war! >> you mean the long, right? I think the short money is very much alive....

To: H James Morris who wrote (116586)	1/31/2001 9:44:42 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164687

<<Btw Please give me your favorite top 6 picks for the rest of this year, and I'll buy them immediately.:-) >> Exceptional opportunities do not come on a calendar year basis, the exception is WIND. WIND is going to rock out loud in 2001, imo. 2001 is the year of CVDE too, imho. You can buy the whole undervalued, genius-employing, generating-cash-from-rocks co for $14 million. Very little in the float though (heck, mgt keeps excercising their options into stock and keeping it, check it yourself) so i have traded it 7 or 8 times the last 18 mos and always made $$. ACAP is on its' way to the moon but it's good only for another 40% - 50% imo before a break. I was hyping it here at 15 and 16 my avg cost is 16.40 I have not piled so heavily into a stock since Rambus in Sept of 1999. I will unload ACAP only if Glenn trades his SBL to me for it !! Otherwise I included SBL in my 10 picks for 2001 to Gene Kearney before I was booted from the NE board- then again i had FMKT and CHK in there too. Telcom- Catt and XXIA are going to be here and now and absolutley critical long after JDSU and Corvis are in replacement / spare parts mode. If you're EXDS or WCOM, think you can charge $40k per week to run some ISP client at the same quality of service as another ISP paying 25k per week? Heck you better prove that they're getting their money's worth. Hire catt or xxia. In energy, as an alternative to CHK I think KP, another domestic producer, has lots of potential and is much better re capitalization issues than CHK. CHK is looking very ugly. The CEO is selling out like no tomorrow, he made ill-advised moves in the past to get that stock.... Mark should have done his homework on this one he is cooked with it now. I sold at 9.68 at the end of Dec., as the SI archives show, and Mark kept telling me I sold too soon. Sure. But the CEO sold too soon, too late, and at every point in between, as far back as you can look up on the internet; and is now selling as we speak. I would avoid CHK for now. Otherwise I'm looking for a Latin Amer mut fund now so I can shift from the last two years of enrgy services holdings, which I think may be topping out - I think L.A. esp. Brazil, is going to be major the next 18 mos. These sector funds may be a bit boring but they let me sleep well while the extreme nutzo stuff keeps going on in California and Manhattan. Hey no offense, there, right HJ ? We desperately need your loopy slant here.... LOL ! Victor, the Idiot on the massive soapbox