How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 490.82

-0.1%

10:10 AM EST

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To: LindyBill who wrote (15360)	2/1/1999 4:33:00 PM
From: t2	of 74651

LindyBill, I missed a lot of opportunities in Dell in the last little while. I thought last quarter's earnings release cast some doubt on Dell's growth (only came in 1 cent ahead of estimates). The following would have been great strategies: ride the run-up on MSFT and INTEL; sell at earnings and put money in CSCO and DELL. It has worked every quarter that I can recall. I stayed away from Dell (to some degree)but added a lot of Cisco. Once Dell and CSCO release earnings, stay in cash for a month--then load up on Intel and MSFT again. BTW-I am still not convinced of CSCO/Dell/AOL future growth. With INtel and MSFT , I have more confidence. IMHO, MSFT is the only stock I would want to hold long term if I was given a choice to pick one.

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