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Technology Stocks : Inktomi (INKT) -- Ignore unavailable to you. Want to Upgrade?

To: charger who wrote (790)	2/9/1999 4:19:00 PM
From: Craig A	Respond to of 1945

From Goldman Conference, reported by CBS MarketWatch America Online (AOL) topped the recommendation list of fund managers speaking at the Goldman symposium Tuesday. "They've got a pretty good model for world domination," said Jim Cramer of Cramer Berkowitz. Bill Miller of Legg Mason said AOL could have an operating margin of 30 to 50 percent within 10 years and that its stock could quadruple by then. Miller praised AOL President Bob Pittman for treating AOL as a media company rather than a technology company. Fund managers including Cramer, Miller and Roger McNamee of Integral Partners disagreed over the outlook for tech stocks. Cramer said he was cautious; McNamee described himself as bullish on the sector. Other stocks to watch mentioned by the fund managers: Microsoft (MSFT), Rambus (RMBS), Inktomi (INKT), Flextronics (FLEXF), Qwest (QWST), MCI WorldCom (WCOM), Gateway (GTW) and Philips Electronics (PHG).