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

To: John A. Stoops who wrote (18711)	3/24/1999 11:36:00 AM
From: Teflon	Respond to of 74651

Mr. John A. Stoops: DELL is the key, just as MSFT, CSCO, AOL and IBM are the keys. ANY PERCEIVED weakness in these stocks and the rest of the group will suffer. It makes no difference that Maffei has already said MSFT will meet earnings estimates for the Q (which I believe means we will beat by at least $.02!!!), when one of these Bellweathers gets whacked, as IBM and DELL have been, the rest trade in sympathy over the SHORT TERM. And that is what we are in, a short term trading pattern dictated by the whims of the Street and the media. I agree, however, that at some point MSFT's split will propel this stock higher. It would be happening right now if the Street and the White House had just behaved a little differently. Teflon