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

To: PMS Witch who wrote (35461)	12/14/1999 9:40:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

PMSW: Her day was made in the evening. JFD

To: PMS Witch who wrote (35461)	12/15/1999 10:15:00 AM
From: Valley Girl	Read Replies (1) \| Respond to of 74651

You'll think me strange, but not really. I'm happiest when stocks are trading at what seem like reasonable valuations. When a stock I own runs like this one is today, I have to bite my hand to keep from selling. ORCL is less obviously overvalued than SUNW, but, well, 90 P/E for 20% top-line growth? The real good news today is that the pullback is creating opportunities for deployment of the cash I've raised! VG