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Technology Stocks : How high will Microsoft fly?
MSFT 476.93+0.6%3:59 PM EST

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To: Jill who wrote (22995)5/20/1999 11:02:00 AM
From: Teflon  Read Replies (1) of 74651
 
Jill, regarding where to put some $$$ if you decide to pull out of DELL, keep in mind the following (IMHO):

1) the net sector has been correcting on a rotational basis for well over a month now and may still have some work to do before it's finished. HLTH may or may not get caught up in this, it's tough to tell right now as it's riding the CNBC publicity wave. I, personally, would wait this investment out a little.

2) MSFT is an extremely safe bet long term, with much possible upside once the stock decides it's time to start moving north again. This may take a little more time, but I think we've seen its lows provided the Market doesn't crash. I would be careful in this market being too overweighted in any one stock, however -- VERY DANGEROUS STRATEGY.

3) If you want to invest in the net sector, take a look at some stocks like SFE, DCLK, ATHM and CNET. I think they would hold up better in a down market than HLTH.

Just my opinions,
Teflon
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