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

To: t2 who wrote (15696)2/8/1999 8:23:00 PM
From: t2  Respond to of 74651
 



To: t2 who wrote (15696)2/8/1999 11:09:00 PM
From: Catcher  Read Replies (1) | Respond to of 74651
 
agree that fundamentally intc is good buy, problem is
dim witted analysts seem to have (almost unbelievably)
cast a negative pall on the stock. leads me to stick with
current approx split:

65% dell
30% msft
3% lcos
2% pcntf (new ipo net stock: pacific internet)

at some point around 2/16 or 2/17 i shift some away from dell
and toward msft--agree with you that msft = the true 800
lb gorilla--the one for long haul...maybe a little intc by then


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