How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 430.29

-0.7%

Jan 30 9:30 AM EST

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To: Teflon who wrote (21270)	4/22/1999 9:05:00 AM
From: Jill	Read Replies (1) of 74651

OT SFE Teflon, Here's what a friend/investor said when I mentioned SFE: I recently looked at SFE and wasn't too impressed with their holdings, although the concept and deal mechanics are okay. Two problems with SFE: 1) SFE's not building an operating property as is CMGI (and tying it together with Net TV, to boot!), it's only an incubator. 2) CMGI's gonna continue to get first shot at the very best deals. Doesn't mean SFE won't get its share, but CMGI's going to $50B market cap, 5X current levels. Who knows with SFE? Not saying he's right...just fyi...gonna look further myself. Jill

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