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

To: t2 who wrote (15253)	1/28/1999 6:04:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 74651

You have a great portfolio of stocks. The only one missing is Intel -- as a more of a defensive holding Yeah, my "Russian Army" approach of reinforcing winners led me to these four. I made a lot of money on Intel, love the company and the stock, but believe the other four will move more over the next 12 months. I am weighted 35% MSFT, 28% CSCO, 23%AOL, & 14% DELL. No cash on hand in my portfolio. Moved money from Dell and AOL to MSFT and CSCO the first of the year, and glad I did. I intend to stay with these four for the rest of the year. I will probably weight them differently as the year goes on, trying to outguess the market, (and probably guessing wrong!)