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

To: Uncle Frank who wrote (15285)	1/29/1999 4:26:00 PM
From: MaryinRed	Respond to of 74651

OT: Yes! I feel the same way..that's why I have a 7% allocation to CMGI....I consider CMGI to be my "Internet incubator".. Meanwhile....back at the core....MSFT is now 27% of the portfolio...as it continues to vie with AOL for the #1 position! smiles.....Mary

To: Uncle Frank who wrote (15285)	1/29/1999 4:45:00 PM
From: Peter Greenhill	Respond to of 74651

<cmgi represents a way to participate in the inutz without having to make uninformed guesses> Frank: I agree. I feel more secure in having exposure to a range of net companies under the cmgi umbrella than making my own choices. It is almost like a mutual fund (or unit trust as we call them in the UK) I sold Pixar yesterday and reinvested in cmgi at 111. Pete Greenhill

To: Uncle Frank who wrote (15285)	1/29/1999 5:35:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

OT* Frank, Thanks for the information on CGMI. I decided to get out of my internet purchases to some degree --got out of Xoom.Com at a slight loss (I have a feeling I will regret this one). Kept Lycos and sold some of my AOL purchases today at a slight profit. Actually I hold equal amount of lycos and AOL. However, I just can't imagine holding on to for a long period of time. ATHM, AT&T, TCI are what I consider to have great internet futures. I read on the street.com (Cramer) that AOL's bid to have cable lines freed up was unsuccessful. If this continues, they have no chance against cable internet as it gets cheaper. No wonder MSFT is so interested in cable (and explains the talks with AT&T).