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

To: Peter Greenhill who wrote (4049)	11/16/1997 6:04:00 PM
From: Ibexx	Respond to of 74651

Hi Peter, Thanks for your post. At one time I owned a large position of HWP, but decided to dismantle it about a year ago and switch to CPQ--a box company much better positioned strategicaly, IMO. Boeing was also part of my portfolio sometime ago, and periodically I still considered it for an intermediate play. However, for me, companies like BA are too cyclical as well as too capital-sensitive as a long term hold. I have tried conscientiously to limit my exposure to this type of investment, especially when there are others with better growth rates and greater stability. I would recommend QCOM when it pulls back--a great visionary stock almost in the same class of INTC and MSFT. Another one is SAPHY which, unfortunately, is already richly valued. But then, MSFT has been overvalued for the last 5-8 years if not longer. Regards, Ibexx