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

To: Teflon who wrote (28308)	8/17/1999 8:28:00 PM
From: Catcher	Read Replies (2) \| Respond to of 74651

teflon, i am 80% msft / 20% qcom for last 4 weeks. q is nearly keeping me even what with msft's dampened condition. trying to list factors weighing softee down. as months roll by (and competitive threats to msft's "dominance" mount) i am lead to view the trial outcome as a positive --whether a settlement or an outright win. problem is waiting on the results. toying with taking 1/2 my msft holdings and splitting into more qcom, brcm, aol, lu and intc. my money is earmarked for kids college over next 6 years so safety is important. that's why i am comfortable with msft. any thoughts on relative downside risk with "diversification" into these others ...as opposed to msft at its current "beaten down" price? as always your thoughts are appreciated