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

To: Teflon who wrote (19315)	3/30/1999 3:53:00 PM
From: Sir Francis Drake	Read Replies (1) \| Respond to of 74651

Thanks, Teflon. So happens, I am in AOL - it made me a ton of money. What interests me is what the stock price will do, and so I don't concern myself with whether MSFT will eat AOL's lunch or not (in the short term). My perspective is that there are certain marketplace dynamics which have little to do with "objective" business realities, but which keep pushing AOL's stock higher. Good enough for me. One of those bullish forces was inclusion of AOL in the S&P 500 - index funds (the fastest growing MFs) - now have to buy AOL no matter the price<ggg>. In any case, I'm going cash sometime tomorrow (in my trading portfolio), as I expect a bit of a pull back toward the end of the week, but I agree with you: unless you are willing to daytrade full-time, it's better not to try timing the market (simply hang on to your MSFT and AOL). Good luck! Morgan

To: Teflon who wrote (19315)	3/30/1999 3:59:00 PM
From: RTev	Read Replies (2) \| Respond to of 74651

Jesse Burst on Office2000: [What matters most to the stock is not his conclusion about the upgrade (which is predictable), but the fact that the marketing machine is gearing up.] Office 2000: The Big Yawn zdnet.com Highlights Microsoft's marketing machine will be in high gear soon for Office 2000. It gets rolling this week at an Office 2000 Deployment Conference in New Orleans. The next version of Office is due next month for large corporate customers (early June for consumers). Though Office 2000 offers some improvements, it is nowhere near the must-have status of Office 97.