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

To: t2 who wrote (19507)	4/1/1999 4:50:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 74651

If it was not for the Kosovo uncertainty about possible groud troops, I would go on a limb and Microsoft would hit 120 by earnings release. T2, with POW's on TV, etc, you can take it as a given that we are going to occupy Kosovo. Shades of the 60's! "We are waist deep in the big muddy, and the big fool said to move on!" Hitler spent 3 years, with 6 divisions, trying to pacify that area, and could not do it. However, I just don't see it bothering the stock market. CNN will make a bundle off the war, and there will be a lot of "Yak Yak", but the market will move on. Lets face it, we all don't give a damn about Kosovo as long as we are making money. I moved 8.5% of my portfolio out of softy and into QCOM yesterday, and am up 13.5% on it already. I see QCOM at 250 by this summer. It is the hottest major (not dot.com)tech stock around, and the first major "Gorilla" to emerge since Moore's Book, "The Gorilla Game" came out. Softy is still 48% of my holdings, and I am going to reduce that to 25% next week. That gives me about 2 to 4 buys to make, depending on the size, I am thinking ATHM, Yahoo, possibly SFE. ABOV is too scary, I think it is a short squeeze that will drop. I would like some opinions on some other "nets". Got any hot tips, you "silver-tongued devils"? LindyBill