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

To: Uncle Frank who wrote (14823)	1/20/1999 11:33:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 74651

put a little dell in your shopping cart. Hey Frank, I dropped Dell to 18%, and AOL to 24% of my portfolio to increase Msft to 28%. As of this morning, I am sure glad I did. Cisco has done a hell of a job too, I am up 60% on it since I got bought back in, in November. I think you are right on Dell. I may decrease my AOL even further and buy more Dell.

To: Uncle Frank who wrote (14823)	1/20/1999 1:33:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Uncle Frank, I was looking to add some good companies. Have not done any buying yet. Looked into Dell----was up $5 !! Intel, CSCO, and AT&T were all out of my reach. I am waiting for some very short term dip. I don't think I am going to see a dip in DELL because of Intel and MSFT earnings. Will probably add Dell and Intel. At this point my wife account is 55 % MSFT and 20 % European mutual funds 45 % cash; mine is 60% MSFT and 40% cash; my non retirment account is all MSFT on margin. This type of holding seems conservative for me. The cash represents all the options i unloaded yesterday(still got some Aprils). It feels good not having to worry about the markets and I might not buy at all-----although I think that is not going to happen. Best Wishes BTW-- Glad to become a normal investor instead of a gambler.