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

To: t2 who wrote (22936)	5/19/1999 8:23:00 PM
From: Sir Francis Drake	Read Replies (1) \| Respond to of 74651

t2K - I had to slip in a bit of cold water (see my Linux post<g>). As to Dell running an ISP themselves, I don't believe it. It's not worth it. It really costs money to do - just look over AOL's or ELNK's expense sheet. Much smarter to "brand" it, sign a deal with someone like AOL, and take a clean cut and not worry over all the trouble of operation, overhead, and management distractions. Re: MSFT - I'd rather not express opinions on options. All I can say, is that if the Gods are with us (ie, we get some good inflation #s which will convince the market that the FED will not raise rates at the end of June; and nothing hideous comes out of the trial that starts June 1), then indeed, MSFT should advance pretty strongly - I wouldn't be surprised to see it break 90 or even the 95 resistance by the time earnings approach. That's my trader's perspective. That is why I'd rather be in MSFT than out, but I certainly feel it very important to lower costs of acquisition (to at least 74) - in my case it doesn't matter much, because my core MSFT holdings I never trade. Frankly, I've not been concentrating on MSFT trading recently - rather I'm going for Teflon's SFE, my own SWS plays, and I've recently taken a longer term position in SEBL. Good luck. Morgan