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 485.49

+1.8%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stormweaver who wrote (25476)	7/5/1999 7:03:00 AM
From: Bill Fischofer	Read Replies (1) of 74651

Re: Shorting SUNW Bad idea, and not necessary. There's ample room for both SUNW and Wintel to prosper for many years going forward as the net and e-commerce continue their frantic buildouts. There may ultimately come a "crunch" for SUNW but it will not be for zero-sum reasons. In addition, there is always the risk of takeovers and consolidation. Combinations that might be unthinkable today may not be so unthinkable a few years down the road. Look at the telecom world for a glimpse of the sort of mating dances that may be in store on the computing side before long. NSCP clearly wasn't going to make it on its own but that did not stop AOL from buying it. I fully expect SUNW will be taken out at some point for the same reason. By whom? Hard to say, though one could make a case for IBM, AOL, or even INTC. Remember, for all of its public Wintel-bashing, SUNW has been quietly preparing to make Solaris available on Merced and its follow-ons. Of course, the nimble trader can profitably short SUNW, MSFT, or any company as a tactical opportunity since dips and corrections are inevitable. But those looking for "terminal shorts" should look elsewhere.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next