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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Catcher who wrote (25754)	7/8/1999 11:14:00 PM
From: Ex-INTCfan	Respond to of 74651

<OT> Catcher, you just named two of the other stocks in my portfolio. Dell has excellent management and marketing, so I'd include them in any such list. I'm VERY impressed with what I've seen from AOL for the past couple of years, but still have trouble forgiving them for the stumbles they made a couple of years back when they were slow to go to unlimited access, and when the finally went to it and were unprepared for the demand. Nonetheless, I hold the stock. After all, they kicked Prodigy's butt, and 17 million pairs of eyeballs is impressive. If you want to look at great managements and marketeers in growing industries, I'd add Schwab to the list. Not only do they know what they are doing, their brick and mortar competitors, for the most part, don't "get it." Some don't see Schwab as a competitor -- they view them as the low end of the market. I don't know what they are smoking, but give me some. Too many older managers running their competitors still think a mouse has fur. I don't own Schwab now, but I wish I did. Used to. May buy on the next pullback and forget about it for ten years. I suppose Cisco deserves a mention as well, but I own them mostly because of their market position. Haven't done much analysis of their management -- mostly just sit back and rake in the return. Bought it because the people I knew who were buying routers raved about it. Perhaps someone else on the thread can comment about Cisco's management. INTCfan