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Technology Stocks : How high will Microsoft fly?
MSFT 486.98-1.4%Nov 19 3:59 PM EST

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To: mxyztplk who wrote (1574)6/15/1997 2:33:00 PM
From: johnd   of 74651
 
Arno, Sonki, Brian:

Why diversify? Why not just long MSFT?
For example I truely believe if Intel succeeds, MSFT has to.
Besides, the barrier for entry for Routers (Cisco) is much easier
than Operating systems.

More importantly, I am impressed with MSFT r&d growth flow.

I believe 5 years from now SUNW could be the next apple.
Cisco will see significant competition from commodatization
of Routers and competition from everyone including Intel.

Intel will go through bursts of price rise and small declines
because amd, cyrix, idt catch up and fall back every 3 years.

MSFT is the best bet - if you want very little downside risk
and want very good appreciation over the long haul.

I am in deep regret about myself for not seeing the light on
MSFT till now and putting my money in junk small caps, where
I lost big time. Because of those failures in small caps, I
am finding it difficult to let go my fears. But I am sure in
an year I will let it all go and will remain 100% on MSFT.
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