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

To: Teflon who wrote (18332)	3/19/1999 9:53:00 PM
From: Catcher	Respond to of 74651

teflon, here's my humble opin on stocks you mentioned lcos--why in the world don't i sell it--no potential for signif upturn till july cpq / dell i am leary of box makers. probably a sin to some to see dell lumped into same category with cpq but...i saw niles on cnbc after hours narrowing in on ibm's equip sales problems. good that intc said they comfortable with estimates but i don't see dell / cpq doing much till after dell releases earnings. which is why i am betting (thru process of elimination on good ole softee and, especially aol. my half baked theory says investors in dell, ibm, intc have grown addicted to 60% - 100% annual return these stocks gave for many moons. now that is changing and these investor's cravings will lead them elsewhere---to "blue chip" nets that promise the POSSIBILITY of 100% returns. Comparatively staid tech investors will start with A O L. it would be interesting to learn how much money has moved from dell to aol in last month-- that's what mine did don't know if you saw niles on cnbc but it was VERY nasty for ibm. I fully expect big blue to get kicked down s'more & it won't be confined to 1 stock. "he was right with dell... of course, this may be wishful thinking on my part cause aside from my 401k i sold every last share at 3:30 today-- dell, aol, msft, pcntf, intc. almost hoping for bloody monday because i a already dying to get back into aol/msft