Latest Minyanville.com post -- AMZN (Amazon)

http://www.minyanville.com/articles/index.php?a=14250

As the article states, I prefer GOOG, YHOO & EBAY currently to AMZN on a relative value basis. For internet retailing specifically I think EBAY offers a better blend of valuation and financial engineering opportunity.

As stated, I think YHOO is quite undervalued and the Alibaba IPO could be a prime catalyst to move the shares higher.

While I'm still quite bullish on tech longer term I've reduced exposure this week and will look to reload exposure if we get some early October weakness through the preannouncement period.

Position in GOOG YHOO

ARRS & CCBL commentary: Minyanville Buzz Highlights

ARRS & CCBL commentary: Minyanville Buzz Highlights

Past Minyan Post on YHOO

Throwing this slightly older post as I believe it's as the Alibaba chatter is heating up.

http://www.minyanville.com/articles/YHOO-IRF-CTXS-Alibaba-AAPL/index/a/13656

Position in YHOO AAPL

Link to GLW article on Minyanville.com

Bendable Fiber May Lead To Corning's Breakout

GLW has reaffirmed numbers to the high end of guidance for the qtr. With multiple catalysts coming in 2008 the current targets by analysts may well prove conservative.

Position in GLW

Link to my most recent article on Minyanville.com -- HLIT CIEN FNSR APKT mentioned

HLIT and other Bandwidth Stocks

Position in APKT CIEN FNSR HLIT