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


To: PMS Witch who wrote (16145)2/16/1999 6:00:00 PM
From: t2  Read Replies (1) | Respond to of 74651
 
It is hard to invest in companies that don't have the dominant market positions like INTEL and MSFT-----even Cisco is suspectible to attack on its earnings, IMHO. All as long as PC growth continues, these two should do great. I did on even mention the like of Nortel and Lucent which will also face severe pricing pressures.

I have to say MSFT is the best stock out there. I realize there is the DOJ case but even a bad result is not going to slow them down. Their lawyers are already working on the appeals---will drag this thing out for a long time. Chances are we could see some settlement that won't hurt the company but will curb some of their practises.
I think they went overboard in their paranoia. Bill Gates should have realized that the consumers were in "love" with his company and that accounted for a lot of their growth and acceptance of Office as the standard.



To: PMS Witch who wrote (16145)2/16/1999 6:15:00 PM
From: nommedeguerre  Respond to of 74651
 
PMS Witch,

>>A wise investor looks not at what was lost, but what is left to work with.

A wise investor knows that a loss on paper is meaningless. You don't lose a thing until you sell.

Analysts are a predictable lot, in three months Dell will be the darling on Wall Street, blah, blah, blah and they will sell all their cheap shares back to the next wave of hopefuls.

Cheers,

Norm