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

To: t2 who wrote (13316)	12/18/1998 11:59:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 74651

I just don't trust internet stocks and AOL was the closest I have come to this sector (other than MSFT). AOL has made me more money the last 6 months than any other, but I am also uncomfortable with it. I figure, one bad quarter and it drops in half! I agree with your reasoning on MSFT. It should have a PE higher than Cisco, which is now about 70.

To: t2 who wrote (13316)	12/19/1998 1:55:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 74651

>> I just don't trust internet stocks and AOL was the closest I have come to this sector (other than MSFT). Too bad about getting your aol called, tech2k, but I'm sure you realized a good return on your investment. If you want another internet investment, I'd suggest you take a look at csco. They are responsible for building 70% of it, and have had great growth in revenues and earnings. I think they're similar to msft in many ways: dominant market share, high gross margins, gorilla status, etc. Microsoft has been a fantastic investment for me over the last 2 years. I'm feeling confident that they will announce yet another great quarter in January and continue to add to their stockholders' wealth. Thanks, Santa. Frank