How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 483.03

+0.5%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dwight E. Karlsen who wrote (6009)	4/22/1998 8:16:00 PM
From: Moominoid	of 74651

David, you are brave. I think you'll do fine though. MSFT earnings was the last big hurrah for this qtr (ending Mar 31st). Dell is later in May though, for qtr ending 4-30, so Dell expectations will probably keep the techs from totally falling apart until after they report. After Dell reports, I wouldn't want to be long anything tech. I am long Apple - it is still undervalued on fundamentals and has a lower beta than most tech stocks. Ditto for National Semiconductor though that went down on bad news yesterday. Also long Globalink a tiny translation software company. MSFT with a beta of 1.28 is for me a short term speculation play and a hedging strategy. You are absolutely right - I wouldn't want to be long any of the overvalued high beta tech stocks. My average price on MSFT is $92.91. David

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next