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Technology Stocks : How high will Microsoft fly?
MSFT 486.16-0.2%11:35 AM EST

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To: J Krnjeu who wrote (20108)4/9/1999 8:28:00 AM
From: t2  Read Replies (1) of 74651
 
Mr. J.Krnjeu, Unlike Teflon, my knowledge(or a lack of) of investments is limited to a handfull of stocks. In the learning process for net stocks. ATHM and CMGI are my only holdings in this area.
There are only a handfull of core names that I consider great long term investments--MSFT, Wal-mart, and Intel. I might even unload Intel and WMT soon on a short term basis and buy back later--after the stock splits. I will hold MSFT shares through all the ups and downs expected in the next year and add on weakness. The others I am willing to trade if the price is right.

Might hold off on MSFT options buying until June/July lead into the June quarter earnings. Have not ruled out Mays yet---depends upon what "feeling" I get in the next few days.
Still waiting to unload the handfull of well in the money April options.
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