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

To: Catcher who wrote (15300)	1/29/1999 11:44:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 74651

...been wrong before ummmmmm. Think you're wrong again.

To: Catcher who wrote (15300)	1/31/1999 3:32:00 PM
From: Brian Malloy	Respond to of 74651

The quick and dirty short answer. I'm sure you can fill in the holes if you think about it a little. Pure net stocks will do well, but the floats are relatively small when compared to the established High Tech leaders. One of the things driving their price is pure Demand and not enough Supply. This is also the reason why money will not flow out of the DELL's CSCO's SUNW's MSFT's, INTC's so forth and so on. S&P500 funds, Spiders other diversified Mutual Funds and so forth by charter and or design must keep investing in the new nifty fify as they are being called. Also, it would in general violate the principles of Modern Portfolio Theory which drives many decisions for the "smart money" They don't have to win big but they shouldn't lose big either. They have a fiduciary responsibility to balance expected return, variance of return and so forth and so on. Advantage - the Wise individual investor who has the lattitude to navigate with greater freedom in search of out-sized gains as I like to call it.