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

To: t2 who wrote (18029)	3/14/1999 9:11:00 PM
From: John F. Dowd	Respond to of 74651

Tech2000: Where have you been? They tried with the drugs then the tobaccos and now high tech. They let Chrysler slide to the Germans without any fuss. These guys are doing all they can to tear apart our global champions. JFD

To: t2 who wrote (18029)	3/15/1999 2:42:00 AM
From: blankmind	Read Replies (1) \| Respond to of 74651

GOOD NEWS FOR MSFT... THE STREET.COM... MR. JAMES CRAMER SEEMS TO HAVE WARMED UP TO TECHS... HE'S BEEN THE BIGGEST BEAR OF MSFT FOR PAST 2 OR 3 MONTHS... BUT NOW LISTEN... Forgetting About the Next Shoe Dropping in Tech By James J. Cramer We are a personal computer stock blow-up away from a great trading opportunity in tech. Everybody fully expects a fiasco on the horizon,and I am sure one will surface. I know I have stayed away from this group for what seems like a lifetime, but I also know that the group has had amajor move down. In the meantime, almost every other sector has had its day inthe sun. In the interim, we saw good rallies in the consumers, in the banks, andin the oils and the oil-service stocks. We had nice runs the papers,chemicals and airlines.Now these groups seem to have gotten too pumped versus tech, in my book. Iknow I have been loathe to get involved until Compaq (CPQ:NYSE) stops goingdown -- I am short Compaq -- but I think that tech's fundamentals have bottomed for now, and I would like to get long something. Friday, as I mentioned in my chat, I started buying some Intel (INTC:Nasdaq). The company was around town, saying it wasn'tdisappointed with its performance of late. I also feel that the Microsoft(MSFT:Nasdaq) announcement took the risk out of that stock for now. And these D-Rams,one day's uptick in pricing and they will explode upwards. Meanwhile,Microsoft indicated on its call that personal computer sales remain very strong.