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

To: H James Morris who wrote (27459)	11/20/1998 8:40:00 PM
From: OtherChap	Respond to of 164684

William, what I dont understand is how Mary Meeker could have been so absolutely wrong in sending out that memo saying net stocks were in for a decline and advising MSDW's clients to hedge their positions. You seemed to find her argument persuasive, since you sold practically all your holdings before the recent 50% runup in amazon over the last 3 days.. The reason I ask is because your calls on the net stocks so far have been right on the money, except that one time a while back on amazon (which wouldn't have lost you any money if you had held on).. And I know that Mary speaks with other analysts and with the company, so her opinion is about as close to insider as you can get. Do you believe the current price explosion is a pure bubble that's ready to explode or do you think mary just dropped the ball?