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Technology Stocks : How high will Microsoft fly?
MSFT 474.52+0.5%3:25 PM EST

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To: Uncle Frank who wrote (13405)12/21/1998 2:00:00 PM
From: LindyBill  Read Replies (2) of 74651
 

LB, With the exception of SAP, your posted holdings are flying today
I got out of SAP right after the listing last summer. It wasn't moving and the 138 PE was out of line. Sure glad I did. Yeah, I am right at a one-bagger for the year. Posted this morning that I hoped to make it by Dec 31. There are a lot of people on these Boards who have made one hell of a lot more money than me, but they have done it with puts, calls, and short sales. I am just not a gambler. I have been in and out this year, and right now I am 31% CSCO, 26% MSFT, 25%AOL,and 13% DELL. I really don't think I will change my portfolio much this next year. (famous last words!)
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