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

To: Captain Leap who wrote (57345)	5/19/1999 12:01:00 AM
From: radames	Read Replies (1) \| Respond to of 164684

biggest concern going foward my biggest concern is the long bond and how it will react to the bias..imo with the hike in intrest looming the long bond will have no trouble going to 6.0+ if this happens alot of money flow will dry up in the equity market and flow into bonds,,there are so many ifs looming and if another strong inflation indicator occurs it will have a dramatic affect,on the up side if no inflation indacator occurs the upside will be limited due to the bias looming over our head,,i am right now about 80% cash because i see no catalysts taking us higher and a number that could take us lower i.e.cpi,bias to tighten,,another concern is the dell numbers,,,i currently still hold aol,msft,att,and am going long as in 25 years long so am not worried about fluctuating price,,,i will look for real bargains as in amzn 60,,or i will not buyuntil the smoke clears and see a more substantial upside ,,i don't mind paying a higher price for a more stable upside,,for all those with amzn equity i would suggest atleast taking a defensive position by buting possibly 80 jan 2000 puts just to hedge your equity or sell some call contracts to maximze your equity while this bias looms,,i would only suggest this if you have equity to hedge and not to play the put as a speculative investment,, i think we will see a spike the next three days as call options expire on friday,,, good trading and be carefull going forward

To: Captain Leap who wrote (57345)	5/19/1999 7:38:00 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

CL, >> what are you looking to buy once the scare subsides? I am 30% in cash I have also about 40% cash. mainly from selling into the recent rallies. I plan to buy some cyclicals like Deere and Federal Mogul which have dropped lately. I also wish to buy into oil drilling like Diamond Offshore and Tidewater, if they drop in price. Also chip stocks like ATML. But for most of the buying I will wait for another month or two because I feel sure the Fed will raise rates, and the initial reaction to that will be strong and negative. As everyone says, market timing is very difficult. I have in the past squandered large gains by buying too soon only to see the new stocks drop 50%. I mean I have bought stocks that were 30% off their highs, and then they dropped another 50%. So this time I will wait longer. And if that means passing up opportunities, I accept that.