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Technology Stocks : How high will Microsoft fly?
MSFT 479.20+0.2%Jan 9 3:59 PM EST

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To: Jill who wrote (25747)7/12/1999 11:40:00 AM
From: Teflon   of 74651
 
Sorry for the delay in getting back to you, Jill. I took, Friday off and went to the Islands down south. What a great weekend it was indeed.

Anyway, regarding Morgan and his analysis of the sector, I think I already responded to his thoughts.

Regarding GNET and CNET, I have been thinking quite a bit about these two issues and the sector as a whole. YHOO concerns me. CNET at 40 was a no brainer, and under 50 is probably still a great value, IMHO. GNET seems to always go through a consolidation phase, and during one of these consolidations is probably the right time to jump in. But the sector really concerns me, and it might prevent me from jumping in altogether.

I am very cautious right now.
Teflon
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