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

To: Lee Martin who wrote (15350)	2/1/1999 1:05:00 AM
From: Paul Reuben	Read Replies (3) \| Respond to of 74651

Comments, anyone? pathfinder.com

To: Lee Martin who wrote (15350)	2/1/1999 3:00:00 AM
From: LindyBill	Respond to of 74651

What I'm trying to figure out is how to allocate my $$ within this group to maximize my return and minimize risk I believe you are right on with your group, Lee, although I am going with CSCO only instead of LU. They are 1/3 the size of LU and can grow faster, plus they set the standard for routers, and everyone else must conform to them. I am in Dell, and not CPQ. I am MSFT 33%. CSCO, 30%.AOL, 22%. DELL, 15%. You will find that most people on this board are in the same four. We argue over weighting, and who the hell knows!