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Technology Stocks : How high will Microsoft fly?
MSFT 478.53-1.0%Dec 12 9:30 AM EST

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To: t2 who wrote (19208)3/29/1999 9:03:00 PM
From: LindyBill  Read Replies (1) of 74651
 
As far as I am concerned it is a near monopoly and just wants AMD and Cyrix around to keep the government off its back.

T2, I think the "bloom is off the rose" on Intel. Its a Gorilla, but the sub-1000 PC market is driving down profits, IMO. The competitors are jokes, but they are keeping the margins down on the low end.

I just don't think you will make the bucks there that you can on softy and Cisco, or on some of the net stocks.

ATHM may be on its way even further up. I hate to pay the present price when I could have got it cheaper, and I think we are all influenced by that fact.

My problem is I don't want to sell any Msft yet. I won't touch my Cisco and AOL, so I am locked in for available bucks.

If I still had Intel, I would sell and buy some of the others above.

By the way, when softy hits 100, Toy's snow turns yellow!
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