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

To: Michael Kucera who wrote (20251)	4/11/1999 1:18:00 AM
From: J Krnjeu	Read Replies (3) \| Respond to of 74651

Mr. Michael Kucera, My exact thoughts as well. If the management can pull a stunt like this, then what's to stop then from saying the sector is weak and take some of the blame off of them. From what I have read about CPQ management I wouldn't put anything past them. The people on the CPQ thread have no respect for the management of CPQ and I can't blame them. Thank You JK

To: Michael Kucera who wrote (20251)	4/11/1999 1:48:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 74651

MK, you took the words out of my mouth. The last thing that 5fer would admit is that he is losing the battle with dell in the enterprise space. I'm still long dell, though I've lightened up quite a bit since February. I'm beginning to think the Box Sector may be a bad place to be until late in the year, but I think I'll hold on to my dell position until the earnings report in mid May. Frank btw, have you looked at qcom yet? It would fit well in your portfolio.