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

To: Catcher who wrote (15304)	1/29/1999 11:54:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 74651

OT I may be crazy, but I took a small position in AOL this week. I am not going to take major stake in any of the e-commerce companies, but am getting my feet wet with AOL and MSPG. Both of these companies make money and are growing their subscriber base. Wouldn't touch lycos, AMZN, etc. Major stake in the infrastructure gorillas MSFT, CSCO, INTC. Like CPQ (or love to hate CPigQ). Gambling with Dell.

To: Catcher who wrote (15304)	1/30/1999 10:45:00 AM
From: t2	Read Replies (1) \| Respond to of 74651

Catcher, I picked up sizable positions in Lycos and Aol. The merger activity is going to pick up among the internets resulting in a few gorillas. Due to their high valuations, it looks like no traditional company will take these over. What is left? Mergers among these with no cash purchases. I like to roll the dice anyways---but am sticking to stock only. I am looking to make some big money on LYCOS. Blame it on Greenspan. He gave the "green" light to mutual fund managers to buy net stocks. I think everytime we see a dip in these stocks fund managers will jump in to buy.

To: Catcher who wrote (15304)	1/31/1999 12:43:00 AM
From: J Krnjeu	Read Replies (1) \| Respond to of 74651

<<<posters on aol thread seem certain that mut fund mngrs will want to reflect sizeable holdings in aol by 3-31>>> That's because AOL was added to the S&P. That addition gives AOL credibility were as yahoo, lycos, amazon and etc. are not in the S&P. Many funds are required to follow the S&P and have to buy in. Vanguard funds are still buying in and don't expect to complete until mid year according to them. They want to buy at a better price but what is a better price than today's price. This is just one fund, there are about 8000 mutual funds out there. Thank You JK