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

To: Brian Sullivan who wrote (31218)	10/27/1999 7:11:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

Brian, Actually i have not played the banking sector. I might only add a couple of banks for diversification. Since you brought it up, maybe that is what i should do (XLF trusts). I usually invest in technology and probably keep doing so for most of my portfolio. Maybe the HP news was the signal of the bottoming of this sector. Maybe mutual funds will start looking to first quarter of 2000 as the focus and not just the current quarter. If that is the case, Microsoft should do better than the rest of the techs and will probably be one of the first PC related stocks to start getting buying interest. This is simply because they have not sounded any Y2K alarm bells. To me that is a sign that it should be one of the first stocks to get bought along with Intel, gateway, apple, and maybe Dell---the IBMs, HPs etc would be bought when the goods ones have been pushed up a lot. If i was a fund manager, that is how i would proceed with this sector. I wonder if there is any other company like IBM, CPQ etc.. that is still to announce Y2K problems. I understand SUNW said they had no Y2K concerns. What company is left? Maybe we have bottomed out in this sector----I realize this is contrary to what i stated in my earlier post but i am thinking about this possibility as well. Just some of my thoughts---maybe i am way off base.