How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 492.01

+1.3%

12:59 PM EST

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To: t2 who wrote (25475)	7/4/1999 12:35:00 PM
From: PMS Witch	Read Replies (1) of 74651

Anyone have any comments on my future trading(short) choices. I don't know your time horizon, but, as I see it, Oracle and Sun are facing some serious challenges going forward. O&S both produce high end stuff. Microsoft caters to the masses. The challenge comes from Microsoft's constantly improving their product, and these improved products constantly approaching the utility of O&S products. I don't see O&S products improving anywhere near the rate of Microsoft's. Couple this with the very slow rise of Microsoft's prices and the cost/benefit gap between O&S and M's products appears to be closing fast. The big question is when will this play out. If you look at some earlier Microsoft meals such as Apple and Lotus, dinner took years. Money could have been made in these stocks by nimble traders, but the long-term guys would have been better off placing their bets with the predators instead of the prey. I don't think things will play out fast enough for puts. Shorting could be profitable if you have lots of courage, patience, and money. A conservative chicken would simply avoid the walking dead companies and put their resources behind proven winners. In my opinion, Microsoft has begun a run to $110 and will not be taking much rest until it arrives. After that, I expect to see it take a pause. Cheers, PW.

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