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

To: Bill Harmond who wrote (24608)	11/5/1998 5:32:00 PM
From: OtherChap	Read Replies (3) \| Respond to of 164684

Bill Fleckenstein and some greaseball from Gruntel were on CNBC a few seconds ago, in the "bear and bull" segment. Towards the end, the greaseball started making personal attacks at Bill, saying "are you short? how does it feel to be short? are you short right now? how are your numbers this month? you're in denial, how does it feel" (he literally repeated it that many times) The greaseball (the only way I can describe him other than to say he looks like the kind of guy who would be great as the CEO of Amway) was predicting dow 10,000 in 5 months. Very funny, but not a good performance for Bill. He should have been meaner instead of trying to maintain his calm in front of the insults., IMO.

To: Bill Harmond who wrote (24608)	11/5/1998 6:26:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Yahoo is my favorite stock. I own nearly as much Yahoo as everything else combined, in deliberate violation of my 30% rule. Yahoo has simply grown into this weighting. You have done so far. Good job. In this monetary environment I don't have any concern about Yahoo's valuation. Yahoo is AOL without the ISP baggage, and Yahoo has a much larger global footprint. Yahoo is growing both top-line and bottom-line faster and has higher margins than AOL. I do not disagree with your logic about the ISP baggage. The monetary environment is not what I aticipate but it is what it is. P.S. You don't understand Amazon at all! :) Very good:-) By the way, thank you for your thoughts. Glenn