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

To: Uncle Frank who wrote (16017)	2/15/1999 12:20:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 74651

You and I have similar investing strategies, I had noticed earlier. MSFT, CSCO, INTC, NTAP, PMCS, RMBS are my top holdings. I also have a significant positon in CPQ, as I believe the company is well-positioned to grow in several markets (maybe too many!) MSFT and CSCO are my WSWHFO holdings. The others I watch carefully, enjoying nice returns but wouldn't hesitate to sell. (WSWHFO="wizzywafo"= will sell when hell freezes over)

To: Uncle Frank who wrote (16017)	2/15/1999 1:40:00 AM
From: Michael Kucera	Read Replies (1) \| Respond to of 74651

Uncle Frank, DELL is the gorilla of DIRECT sales within the PC sector. The author of the Gorilla Game book wrote an article recently (wish i had the link for you) stating that he considers DELL a gorilla for direct sales.Don't count DELL out of the gorilla arena! cheers! -Mike