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

To: t2 who wrote (15998)	2/14/1999 6:54:00 PM
From: Catcher	Read Replies (1) \| Respond to of 74651

try to find logic in this sequence msft & intc (guts) handily beat expectations gtwy, cpq, ibm, hp & csco beat expectations analyst (niles) reverses his position on dell in 2 weeks (without new info) and dell tanks 12 points. says it is due to increased competition from cpq/gtwy THEN, msft, intc, cpq, gtwy go down alongside dell. thought computer business was growing. t2, you are right (i think/hope) going with msft/intc since they control 90% of respective markets...these others (csco aside) compete with one another. billions & billions will flow to msft pre march 12 ...this begins once DELL runs up after beating expecta Tuesday...jmho