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

To: MaryinRed who wrote (15989)	2/14/1999 3:06:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 74651

msft, aol, dell... you mentioned my core positions with the exception of csco, but I see from your profile that you own that, too. Makes me feel like I'm in with the right crowd... you and freeus and me <g>. Happy Valentines Day, Frank

To: MaryinRed who wrote (15989)	2/14/1999 6:49:00 PM
From: Richie	Respond to of 74651

Mary, I bought some ATHM also, along with MSFT. The future of the internet is broadband service. ATHM has just begun to scratch the surface. I expect a double in 99, along with a split. RichieH Oh, and the same for MSFT <gggggg>

To: MaryinRed who wrote (15989)	2/14/1999 11:49:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 74651

-Edit-PMJI, Mary, but imo, DELL is no MSFT. Be careful. MSFT will not fall on its face because it owns the proprietary part of a thriving market. Dell could fall very fast as it has no special privileges in the market--no intellectual property. Its advantage lies in the way it manages its marketing, manufacturing, and distribution. Any company with the will, the resources, and the smarts can cut into Dell's position in a few months. I certainly do not have an axe to grind w/Dell at all. I have enjoyed the MSFT horse for many years as you have. I just don't believe the two companies are positioned comparably and thought that I should share that caution with you. If you have read Moore's "The Gorilla Game" you will understand my perspective. If you have not read it, you miss reading it at your own peril, as it has described and reinforced an important investment model that is a self-fulfilling prophesy if nothing else.