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

To: t2 who wrote (14933)	1/22/1999 10:45:00 AM
From: DownSouth	Read Replies (3) \| Respond to of 74651

I am expecting a big bounce in MSFT in the afternoon. The microsoft train is just getting ready to leave the station. I am trying not to fall in love with MSFT. Its just too easy to either love 'em or hate 'em and not remain objective. I sense that you ARE being objective, so I really like what you are saying. MSFT is about 20% of my portfolio. CSCO = 25%. INTC = 16%. NTAP = 12%. CPQ LT 3%. I am pretty comfortable with that mix right now. I have a nice chunk in RMBS and have long term great expectations. We will watch MSFT today to see how your interesting predictions fit reality. Will be interesting!!