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To: Yaacov who wrote (18432)3/16/1998 4:05:00 PM
From: Brian Malloy  Respond to of 27012
 
Jubak updates his comments on CSCO from time to time. He likes the stock and owns shares in it and his last comments were favorable. He has said nothing about MSFT as of late.

My own opinion is that the MSFT's fourth quarter this year will be a good one and things will only improve and accelerate into MSFT's FY99. I fully expect that we will see MSFT split again by late 99 and NLT Mar Y2K powered in large part by NT5.0, Win98 (this does not even count what will happen with MS Office, Back Office, SQL, Wolf Pack, and sales from the Internet division, et. al.).

Regards,
Brian