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

To: H James Morris who wrote (119707)	3/8/2001 12:50:25 PM
From: Robert Rose	Read Replies (3) \| Respond to of 164684

hj, i do think that yhoo's problems require new econ investors to reconsider their asset allocations. i'm largely still invested in wireless, broadband and internet infrastructure. 50% of my liquid assets, as you know. i have to think we are near a long term bottom and so i have to think it makes sense to hold from here. but maybe this new economy is not evolving like us long term bulls have hoped?? i'm really interested in your perspective here. i really don't know..... tia, rob

To: H James Morris who wrote (119707)	3/8/2001 9:38:26 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

I remember a post some time back that William made here saying he sold his amzn, that it was getting too obsessive for him, that he'd be talking to a friend and not even listening, just preoccupied with the huge paper gains he had in amzn. If he really did sell it at that point, and I have no reason to think otherwise, then I know we won't see William waiting in line for food stamps due to his yahoo holdings! I can relate. In early 2000, my gains in CVCI and RMBS had me similarily in a semi-zombie state. You keep running 24 different exit strategies through your head and debating internally the merits of each. It may sound ridiculous, but an otherwise stable person could go off the deep end owning a stock that quadruples in two months. Victor