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


To: Teflon who wrote (22990)5/20/1999 10:53:00 AM
From: Jill  Read Replies (2) | Respond to of 74651
 
Tef, OT DELL

Thanx and...

That's what I've been mulling all day. I was going to hold in perpetuity but am thinking of selling half. That's a big switch for me. I don't mind a stock being soft for awhile, but I feel like MSD is scrambling--didn't handle expectations right this time either, is admittedly in somewhat impossible position of beating his past, but Gerstner played it cannily last month or so...moreover, giving away free PCs...just not sure. Was thinking of selling half my position but waiting for mild recovery. And have to think where I want to invest it, if I even do so. Don't want to be wrongly influenced by market, willing to truly be long term...but as they say over on DELL thread this is an inflection point, or over on G&K they called DELL a prince, never a gorilla--wheres MSFT is gorilla, and their investments of late so impressive to me.

Question is, where would I put the $?

Are you watching HLTH at all? A few days ago was thinking of getting in and the darn thing has already doubled. I know it's mo-mo right now so makes me nervous.

Jill