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

To: Teflon who wrote (21270)	4/22/1999 8:58:00 AM
From: J Krnjeu	Read Replies (1) \| Respond to of 74651

Mr. Teflon, Not yet. Nephew getting married tomorrow and helping out there. I will try to go thru Waterhouse site today for reports of SFE. What about IBM's earnings? If MSFT could have reported about 6 cents above estimates, the tech sector would have a couple of great days in a row! Thank You JK

To: Teflon who wrote (21270)	4/22/1999 9:05:00 AM
From: Jill	Read Replies (1) \| Respond to of 74651

OT SFE Teflon, Here's what a friend/investor said when I mentioned SFE: I recently looked at SFE and wasn't too impressed with their holdings, although the concept and deal mechanics are okay. Two problems with SFE: 1) SFE's not building an operating property as is CMGI (and tying it together with Net TV, to boot!), it's only an incubator. 2) CMGI's gonna continue to get first shot at the very best deals. Doesn't mean SFE won't get its share, but CMGI's going to $50B market cap, 5X current levels. Who knows with SFE? Not saying he's right...just fyi...gonna look further myself. Jill