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

To: LindyBill who wrote (15360)2/1/1999 4:33:00 PM
From: t2  Respond to of 74651
 
LindyBill, I missed a lot of opportunities in Dell in the last little
while. I thought last quarter's earnings release cast some doubt on
Dell's growth (only came in 1 cent ahead of estimates).

The following would have been great strategies: ride the run-up on
MSFT and INTEL; sell at earnings and put money in CSCO and DELL. It
has worked every quarter that I can recall. I stayed away from Dell (to some degree)but added a lot of Cisco. Once Dell and CSCO release
earnings, stay in cash for a month--then load up on Intel and MSFT
again.

BTW-I am still not convinced of CSCO/Dell/AOL future growth. With INtel and MSFT , I have more confidence.
IMHO, MSFT is the only stock I would want to hold long term if I was given a choice to pick one.



To: LindyBill who wrote (15360)2/1/1999 4:37:00 PM
From: t2  Read Replies (2) | Respond to of 74651
 
LindyBill, Not to worry about MSFT's performance---just wait until we hit March leading to the split and then to April earnings. I think,
MSFT will move up in a big way. 1 week before earnings could see an
absolutely huge move. With Dell and CSCO, you never know as the PE continues to shoot up well above 100 in both of these. They don't even have "monopoly" businesses.


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