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

To: John Donahoe who wrote (34438)	1/12/1999 11:08:00 AM
From: Rob S.	Respond to of 164684

Are you kidding? I would not be a buyer of any of the "leaders" of this sector. I would short the leaders very carefully with the expectation that they will be down 40%-50% by this summer but would short some of the secondary Internut stocks more than the leaders. The only thing I would buy in the sector for a while are undiscovered Internet plays or IPOs if you can get in on the offer or play them for a quick pop up. This sector thrives on excitement and continuous ratcheting up of expectations - now come the relatively boring quarters of the year to look forward to and a lessening of the tremendous inflow of liquidity. We may get a major snap back but probably the sector will go out with more of a whimpering slide than a rapid crash. It's hard to tell when the sector will look "over-sold": that's far from the case right now. My humble opinions ; ^)-!