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Technology Stocks : How high will Microsoft fly?
MSFT 508.82+0.6%Nov 11 3:59 PM EST

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To: LindyBill who wrote (15254)1/28/1999 9:06:00 PM
From: t2  Read Replies (3) of 74651
 
LindyBill, I am getting the feeling the net stocks will
continue to outperform the big techs. I had expected
Greenspan to shoot down the net stocks but he did not. My
feeling was that even if he had tried very hard, the
nets would have still gone up. Now that he does not sound
that negative (actually positive on the dominant companies),
I am actually thinking about trying a few trades on them.

It can't be riskier than options. I think AOL should go
much higher (even though I don't like their setup of the
browser). I might add it or Xoom, Infoseek, Globe etc.

BTW--Although I think MSFT/Intel/dell/CSCo are better
investments, AOL is going to outperform all of these. I guess
the consolation in holding the big techs is that there is
a lot less downside risk than holding AOL/Yahoo etc.
I think even if the general market goes down, the big net
plays are going to continue flying (UNBELIEVABLE!).
More and more fund holders are going to get pulled in or
"suckered" in by the retail holders.
Demand is going to continue growing for the nets. JMHO.

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