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

To: Shea Jones who wrote (21573)	4/25/1999 5:29:00 PM
From: blankmind	Respond to of 74651

The Bershire Growht & Inc fund is accumulating MSFT: "Fobes: We're located in Silicon Valley and we have a first-hand view of everything that is happening in technology and the primary goal of our fund is to invest in the large-cap technology stocks... The Cisco Systems (CSCO: news, msgs), the Microsofts, America Onlines (AOL: news, msgs), EMC (EMC: news, msgs) -- our four biggest positions. We're very, very bullish going forward in technology."

To: Shea Jones who wrote (21573)	4/25/1999 5:38:00 PM
From: RTev	Read Replies (1) \| Respond to of 74651

Yes. They quote Microsoft as saying that an announcement on his role may be near, but it also says that Maffei "was said to be disappointed in not getting a stronger product role." Microsoft announced the leadership positions in all of the new groups a few weeks ago. Why wasn't Maffei's new position announced then? What has changed in the few weeks since then? My point is simply that a delay like this isn't the kind of thing that would lead to great confidence that the executive turnstile at the internet division has been closed.