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

To: Bill Holtzman who wrote (38952)	3/2/2000 6:56:00 PM
From: johnd	Read Replies (2) \| Respond to of 74651

Bill, over the next days and weeks, money coming out of NAZ will fuel MSFT and reversal is already occuring, imo.

To: Bill Holtzman who wrote (38952)	3/2/2000 8:01:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

Bill: You are exactly correect but in the long run it will all come back and then some and I pity the poor folks left holding the other shares. JFD

To: Bill Holtzman who wrote (38952)	3/2/2000 8:28:00 PM
From: Valley Girl	Read Replies (2) \| Respond to of 74651

Bill, yes yes yes absolutely agreed, I opined as much a month or two ago, with the further hunch that the money was going into other high-quality large-cap techs. I believed at the time that money exiting MSFT (or at any rate not entering it) would flow into CSCO, SEBL, etc., at least in part fueling the incredible runs we've seen in them. But not the same money that was pumping up RHAT (or today's darling, PALM), eh? So, how much of the divergence in the index is due to run-ups in the other stalwarts, as opposed to run-ups in the new-age earnings-free issues? Any insight you could give me would be appreciated since I'm one of the cowards who ran, and I'd like to know what my exposure is if (or I should say when) the Nasdaq finally capitulates. You know where I've run to, INTC, CSCO, SEBL, EMC, NOK, etc. While it's true these core holdings could fall, wouldn't most of the pain be felt in the totally speculative issues? Or would the speculatives, immune from real-world logic, float along while the stocks I bought collapse in a DOW-like fashion? (Not that I'll sell them, but it's best to be prepared.)

To: Bill Holtzman who wrote (38952)	3/3/2000 10:49:00 AM
From: Valley Girl	Read Replies (1) \| Respond to of 74651

Bill: MSFT's laggard performance is worse even than your chart shows because, as good as the Nasdaq comp's been, a lot of other stocks are outperforming even that powerhouse. Have a glance at these charts if you dare: Big-cap techs (VG diversifications - gasp!) siliconinvestor.com Internet story stocks (the bubble?) siliconinvestor.com So, what's wrong with this picture? Looks like we're moving up strongly today. Have we finally seen the worst? I hope so, but we still have two more whacks from hizzoner to come.