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

To: Evolution who wrote (39659)	3/23/2000 10:26:00 AM
From: Proud_Infidel	Respond to of 74651

Microsoft's Chinese Windows 2000 OS Debuts in Beijing March 23, 2000 (BEIJING) -- The Chinese version of Microsoft's Windows 2000 recently made its debut in Beijing. The new operating system (OS) provides enhanced reliability, scalability and security as compared with previous versions, said Michael Rawding, director of Microsoft Corp. (China). The release of Windows 2000 Chinese version came about a month after the English version was released in San Francisco. "Windows 2000 is designed to enable organizations to quickly and flexibly build the next generation of applications that take advantage of the Internet," said Rawding. Rawding noted that unlike Windows 98, which focused on home consumers, Windows 2000 is designed for business computers to cope with the e-commerce age. About a million units of Windows 2000 have been sold since Feb. 17, company sources said. Microsoft's new OS was hailed by a number of Chinese computer users, including more than 20 business organizations. Shanghai Pudong Development Bank and China Radio International have already adopted the new OS. The retail price for Windows 2000 in China is about 15 percent to 20 percent lower than in the United States. (Xinhua News Agency)

To: Evolution who wrote (39659)	3/23/2000 11:02:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

Evolution - At the end of 1997, my long term portfolio held only MSFT, INTC, and CPQ. Late in the year I made a decision to start diversifying - bought into DELL in December and in 98 I added CSCO and LU. In January '99 I reduced DELL (which was up 4X from my '97 buy) and CPQ, added more CSCO and INTC, added and dropped PFE, added TYC. This year I have cut back more on DELL, added JDSU, NOK, JBL, CIEN. So the current lineup is CIEN, CPQ, CSCO, DELL, INTC, JBL, JDSU, MSFT, NOK, TYC. All about 10% except CPQ (about 20%), TYC (5%) and LU (5%). I plan to move CPQ down to about 10% but am waiting for what I think is an inevitable run up into the 40s... I will add to NOK (which I think is a likely big winner for years into the future). The goal of this is to stay in relatively high growth stocks that I understand, but with an overall mix that will allow me to ignore my portfolio for months on end without much worry. So far this year I am up about 17%. If I do 40% for the year I will be delighted, 30% will be OK. I also like to fool with options, and made more on option plays in 1999 than on equity appreciation. Mostly sell covered calls, sometimes sell puts, once in a while buy calls. Counting the option plays, my overall portfolio had a return of over 100% in 1999, not counting them, I was about 40%. The equity returns were depressed by the drop in CPQ, which is currently my largest holding. I don't intend this as investment advice - I invest in these companies because I know something about them, like to follow them, and have had good luck with this mix. But for me this mix is as close to "no worry" as I need to be...