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

To: H James Morris who wrote (3184)	4/20/1998 11:19:00 AM
From: William T. Katz	Read Replies (1) \| Respond to of 164684

I still have my long-term shorts in AMZN and the CMPExpress site really gives me confidence. I'm building a short list, checking it twice, figuring out who should be shorted and who should be nice (for long positions). Right now, I plan on adding shorts to CDNW after their earnings report which should show good revenue increase. AMZN will likely have a good earnings report as well since the competition still hasn't eroded them yet. So I see possibly another short squeeze on AMZN but I'm not willing to go long. Might as well hold out for 18 months. Keeping close eye out on CYCH and SEEK, both second-tier players that have been boosted significantly. I'm long CUBE and continue to accumulate DISK.