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Technology Stocks : How high will Microsoft fly?
MSFT 459.86+0.7%Jan 16 9:30 AM EST

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To: Michael Kucera who wrote (20251)4/11/1999 1:48:00 AM
From: Uncle Frank  Read Replies (1) of 74651
 
MK, you took the words out of my mouth. The last thing that 5fer would admit is that he is losing the battle with dell in the enterprise space. I'm still long dell, though I've lightened up quite a bit since February. I'm beginning to think the Box Sector may be a bad place to be until late in the year, but I think I'll hold on to my dell position until the earnings report in mid May.

Frank

btw, have you looked at qcom yet? It would fit well in your portfolio.
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