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

To: Bill Harmond who wrote (38204)	2/5/1999 2:47:00 AM
From: GST	Respond to of 164684

TRS 80 -- those were the days -- by the way, noticed the metals lately?

To: Bill Harmond who wrote (38204)	2/5/1999 12:18:00 PM
From: denni	Read Replies (1) \| Respond to of 164684

tell kis to kha. what % are you back in. so is the other 1/3 in the trust?

To: Bill Harmond who wrote (38204)	2/5/1999 12:28:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

William in the feb 8th issue of business week page 87, there's an article about the "Valuing those Internet stocks". It appears that Ron Elijah, manager of the Robertson Stephens Information Age fund, owns Amazon, Aol and Yhoo. America's dream team, but not eBay. The article goes on to ask. If everyone's so sure there's going to be a correction in Net stocks, why invest now? Not everyone should. Buying Internet companies with loopy valuations is a gamble. As long as companies such as eBay trade at as high as 2,000 times expected 1999 earnings, you might as well buy a lottery ticket. Shares in companies that show even the slightest problems stand to get decimated. "These are virtual casino stocks", says T. Rowe Price's Morris. I got out of the casino yesterday. I just didn't feel lucky. Do you?

To: Bill Harmond who wrote (38204)	2/5/1999 2:17:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Is there a reason you dont like Doubleclick? They are in advertising. I made some money there recently but I cant figure out if I want to sell and buy one of the higher flyers (ebay, amzn etc). Dclk mkt cap is under 2B. The competing strategy I guess would be that companies like amzn would eclipse dlck and sell advertising on their site alone. But then, you lose the tracking benefit of the network where dclk can follow you from site to site. (thats whats happening to me, dclk is serving me animal ads everywhere I go) Michelle