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

To: Glenn D. Rudolph who wrote (32231)	1/2/1999 5:00:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Glenn>>How about short AMZN and long YHOO and AOL?<< How about Ebay in the box. I think we'll get more of Mary's volatility there. Please don't give people here the impression that we are exclusively short on the 'Thing'. One of the strategies I intend to do in the 1st qtr is to have my long shares un-boxed at times when the Bezos PR machine tells us it's time.

To: Glenn D. Rudolph who wrote (32231)	1/2/1999 5:08:00 PM
From: Gary Walker	Read Replies (1) \| Respond to of 164684

>How about short AMZN and long YHOO and AOL? A falling tide lowers all boats? At least in the short run with valuations on the moon?

To: Glenn D. Rudolph who wrote (32231)	1/3/1999 1:50:00 AM
From: James Thai	Read Replies (3) \| Respond to of 164684

If I had to choose one to short right now, it'd probably be YHOO.. and long AMZN and AOL. AMZN has better relative strength, and when it comes down to it, ecommerce is hot, portals are not. But I'd rather be long them all.. I can't fathom why anyone would want to be short over the next couple of weeks. Maybe we'll see a correction on Monday due to all this negative press coming out, but why mess with: YHOO - fantastic earnings and split. AMZN - blowout revenue number for sure. AOL - earnings and split coming end of January, and they just put out an impressive subscriber. Maybe after these announcements I'll buy some puts for "sell the news", but I'd be wary right now if I were short. Pick up some points on Monday maybe, but after that... watch out. "Safer" shorts (in my unresearched opinion): DBCC on the day of the MKTW IPO, 2nd tier online brokerages, CMGI (overbought on split news and earnings), EBAY. James.