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

To: Bill Harmond who wrote (56824)5/14/1999 3:02:00 PM
From: Mark Fowler  Respond to of 164684
 
You sold Csco for Amzn a gutzy move but i also think a good one too at this level.



To: Bill Harmond who wrote (56824)5/14/1999 4:03:00 PM
From: fedhead  Read Replies (3) | Respond to of 164684
 
AMAT, ASML and the semi equipments holding up pretty well. Do you think they are in the beginning of a new cycle ?

Thanks
Anindo



To: Bill Harmond who wrote (56824)5/14/1999 4:18:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 
I am doing the same kind of thing.

I don't know if you agree, but I am shocked the reaction was this muted. I think it almost has to get worse, before we can get a sustained move up. Too much uncertainty at exactly the wrong time; no substantial amount of countering corporate e to report. I frankly think the fed should move to get this over with.


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