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Technology Stocks : Brightpoint - CELL -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (867)	8/26/1998 1:12:00 PM
From: mauser96	Respond to of 1999

Some recent money has gone into increased positions in MSFT and CSCO. Relatively new (since the price pull back) are HD, EMC, TYC. I like the drugs (me and everybody else) and own some PFE but can't decide which of the group is the best bet- they are priced market efficient. My biggest holding is SAP, but I'm overweighted so no new money in to it. CSCO may have the most upside potential of the gorilla stocks. It has held up very well in a difficult market and is a very well run company. I'm not a big fan of Dell at these prices since I think it's edge can be copied by competitors. It certainly doesn't fit the gorilla category described in Mr. Moore's book. regards