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Technology Stocks : How high will Microsoft fly?
MSFT 489.91+0.6%3:59 PM EST

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To: John F. Dowd who wrote (32352)11/6/1999 5:37:00 PM
From: Lizzie Tudor  Read Replies (1) of 74651
 
Thanks for the sound byte. Msft is a laggard in the VC arena, and its the worst aspect of their business, imo. Cmgi is not exactly premier in the internet arena either, but they are public, therefore garner a lot of publicity. Imo Benchmark is probably #1 but thats debatable I know, against KP and everybody else.

For public companies Dell has a pretty good portfolio as does Amazon. Msft has webtv and (at one time) healtheon, plus a few other inconsistent players.
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