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


To: craig crawford who wrote (127072)6/23/2001 10:39:32 AM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
i was a little leery of shorting after my experience with the amzn beast in '98. i'm afraid i just didn't have the nerve to short a full blown mania in march 2000.

Craig,

My thinking was the same as yours. It is possible (likely in my opinion) James has far greater assets than we. So even if he took the same hit as a percentage of net worth shorting too early in the mania, he could afford to take risk again and he did have balls to do so. That does not make him a better market player as it makes him a stronger player.



To: craig crawford who wrote (127072)6/23/2001 11:43:58 AM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
We've had several discussions about GE before, but the reason I'd never short GE is its just to diversified to take the hit to justify the risk.
I read the other day GE's fastest growing business is now the manufacturing of large scale generators.
Anyway, why short a 800-pound gorilla when there are so many other monkeys around?
>and the sluts for instance
Tough crowd to bet against. They've been profit machines for years. I just mess with the sluts for personal enjoyment.
Did you notice Lehman and Bear Stearns didn't disappoint last week?