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Technology Stocks : How high will Microsoft fly?
MSFT 472.94-2.2%Jan 2 9:30 AM EST

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To: stephan boileau who wrote (35878)12/30/1999 7:33:00 PM
From: John F. Dowd   of 74651
 
sb: I agree with most of what you say re: MSFT. Unfortunately one of these days there will be a reckoning of the hot air balloons that have ben going up with no fundamental support. MSFT trades in a market. If that entire market gets bashed because they discover that the hot air stocks are not going to produce EPS any time soon everything including MSFT will be affected.

My hope is that the deflating of the balloon will not affect the quality stocks MSFT,ORCL,CSCO,EMC,TLAB,LU too much. JFD
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