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

To: Sir Francis Drake who wrote (21543)4/24/1999 7:48:00 PM
From: Bill Fischofer  Read Replies (1) | Respond to of 74651
 
Re: MSFT and INTC

A few years ago I observed that a portfolio consisting of nothing more than equal weightings between MSFT, INTC, CSCO, and EMC would outperform 95% of all mutual funds for the next 10 years. That prediction has proven accurate so far and I see no need to change it. While it is true that MSFT has outperformed INTC in recent years, one needs some diversification in a portfolio. :)





To: Sir Francis Drake who wrote (21543)4/24/1999 8:07:00 PM
From: Catcher  Respond to of 74651
 
sir francis, agree that their rationale for intc over
msft was DUMB...said intc has a better pe

yet msft has carried it's current pe for many moons.

imo intc much more subject to competitve inroads
in 3 - 5 yr range than msft

bizarre rationale...incidentally, i looked at intc's
annual report--funny how they make themselves seem
like an internet company.


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