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Technology Stocks : How high will Microsoft fly?
MSFT 478.53-1.0%Dec 12 9:30 AM EST

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To: johnd who wrote (15569)2/5/1999 5:12:00 PM
From: Lee Martin   of 74651
 
That's why I'm in MSFT and AOL only right now. I think these are the two best bellwhether techs right now. They both split, both are knocking the cover off the ball in revenues and earnings, analysts are increasing est., they are both immune to any processor,DRAM,disk drive, or PC hardware price wars and they are cheap compared to their peers. I know AOL's PE is high but if you compare it to the other .coms it turns out to be the safest and cheapest direct net play. The smart $$$ knows this and you can bet in a few months you'll hear them saying "oh yea we were waiting for a pullback and put some cash to work in MSFT, AOL etc. during FEB and that's why our fund has outperformed our peers...."
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