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

To: Daniel W. Koehler who wrote (44606)	5/9/2000 4:17:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

Re: MSFT loss - SUNW gain - Really, Daniel? While it's not 1:1, it's there (speaking purely about transference of capital). MSFT has a lot of 'leader' billions in it's value. If a new paradigm is with us (as evidenced by the CSCO value eclipsing MSFT) the money that USED to be going into MSFT starts to go someplace else. In my opinion, CSCO and SUNW are two equities that have now what MSFT once did. I fully expect to watch a good chunk of MSFT market cap migrate. I don't think it's a naive concept. I think it's a fundamental dynamic. -JCJ