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Technology Stocks : How high will Microsoft fly?
MSFT 506.00+1.8%3:59 PM EST

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To: LindyBill who wrote (15254)1/29/1999 8:22:00 AM
From: Uncle Frank  Read Replies (1) of 74651
 
>>Moved money from Dell and AOL to MSFT and CSCO the first of the year, and glad I did

Can't understand why. Here's the '99 return numbers through yesterday:

dell: 28.7%
aol: 9.0% (if you use the composite close of 160 for '98)
msft: 25.5%
csco: 17.3%

Seems to me that any money you pulled out of dell just hurt you. On the other hand, it's hard to screw up the allocation when you're moving between these great Gorillas and Kings. Up 22.4% ytd; it's obscene <vbg>.

Frank
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