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

To: Lee Martin who wrote (14978)	1/23/1999 9:38:00 AM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 74651

Same here.... Ride them up & never sell.... always fall to the inevitable correction. Take care Jean

To: Lee Martin who wrote (14978)	1/23/1999 10:58:00 AM
From: t2	Read Replies (1) \| Respond to of 74651

Lee, Being on margin, IMHO, looks kind of risky considering most of the earnings in big techs have already been released. There is not much to drive the market---unless you count last week's correction to mean that the markets have been oversold. I decided to extend my self to a fully margined position on Friday (in Canada it is a 30% requirement). I am betting INTEL and MSFT can't go much lower because the big funds holding the IBM type of stocks might want to buy more of Intel/MSFT/CSCO, the "gorrillas". CSCO should have some more of a run up to earnings (release Feb 2). In my retirement account , I have bought some options on DELL because it is still to report earnings just like CSCO----and the momentum investors might be jumping on the bandwagon til earnings. Still holding a lot of cash in my wife's account. In my account, I am 95% in stock and 5% in options (dell/CSCO/INTC) BTW--my approach above is somewhat "conservative" or defensive given my usual approach to investing, which is buy call options on the good companies and hope to get a 500% return short term. I don't feel as confident of getting a huge rally until early March since investors will then want to position themselves in MSFT and INtel type of company reporting in April.

To: Lee Martin who wrote (14978)	1/23/1999 11:21:00 AM
From: t2	Respond to of 74651

Lee, I don't like AOL as an investment--probably puts me in the minority here. Their internet service has good and bad points. I have experienced some problems which were mostly due to me being internet illiterate. I am considering AT&T as a strong rival to AOL. Not yet----but they are working on it. Once they have the cable lines available sometime this spring you can bet a big cable internet push is going to take place. Why are we hearing about Microsoft and AT&T talks taking place? MSFT knows how strong AT&T's internet business is going to be, and are trying to do some sort of deals with them. This is my clue to AT&T's potential in the internet business (don't know much about their long distance telephone biz and don't really care) BTW--the effects of the DOJ case on MSFT----As long as they don't force MSFT to charge lower prices for Windows, any outcome is OK for me. Worst case is a short term dip. The decision is still far away (probably summer). MSFT wraps up its case in March according to the company.