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


To: Catcher who wrote (15019)1/24/1999 2:30:00 AM
From: CookiePuss  Respond to of 74651
 
<<<who is selling msft after robust earnings release? >>>

2 words: weak hands



To: Catcher who wrote (15019)1/24/1999 3:10:00 PM
From: t2  Respond to of 74651
 
Cather 80% Microsoft. At least I think you picked the best
stock of the bunch. I was 100% just before earnings release---
including a lot of call options.

I have decided that due to the DOJ case, there will be a lot
of crazy movement in this stock. At least it looks positive now
due to the earnings. IMO Intel also had great earnings and near
monopoly like market position. I just have to think that if I
was to buy a PC and wanted an intel chip, would I care if it
costs $50 more or $100 more? NO!! This is my reason in getting into
INTEL. It looks like they don't have serious legal problems either.
Still about 60% MSFT but may decrease to about 40%, increasing
INTEL, DELL, Cisco.(of these 3, will probably only keep intel once
Dell and CSCO announce earnings---just riding the momentum on
these.)Of course will keep MSFT and probably add more once I
ride out dell and CSCO.

Best of luck.