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


To: Offshore who wrote (17765)3/11/1999 7:35:00 PM
From: Teflon  Read Replies (1) | Respond to of 74651
 
Offshore, if I only owned MSFT stock, the market would get boring for me. It's just too stable a performer.

Besides, you couldn't get me to sell my AOL or ATHM if my life depended on it.

Teflon



To: Offshore who wrote (17765)3/11/1999 7:46:00 PM
From: t2  Read Replies (2) | Respond to of 74651
 
Offshore, You could say I am 80% in MSFT. However, that is call options!!! I hold a lot of Intel April calls (15%) and some CSCO (5%). It is hard to break down a portfolio by percentage when it has a lot options with varying expirations in it.

In a sense, you could say i am 200% in MSFT. It was held back by the PC worries. I am glad Maffei took care of that. We will see big moves in INTEL/Dell etc tomorrow morning along with MSFT. The short covering is going to be fun (unless you are short of course).