How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.49

+1.8%

Nov 26 3:59 PM EST

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To: Stormweaver who wrote (25485)	7/5/1999 5:29:00 PM
From: t2	Read Replies (2) of 74651

James and Bill, I enjoyed reading your posts on Sunw. If the other industry heavyweightsI don't believe a merger is possible either. Why would another company dish out so much money for a company with a high PE if its future growth rate is expected to slow. These other industry heavyweights know a lot about future trends. Of course there could be gains in stocks due to expected synergies. However, to me it does not appear that we will see a major business combination involving Sun that could boost its growth rate. I see it as a Dell or Oracle in the very near future. Now i am planning to short this stock a couple of days before earnings release. I expect it to get hammered after that. That could also happen to MSFT of course for a short time period as well but it would recover. If the legal problems get worse, we could see a voluntary breakup or spin off of certain divisions that would benefit shareholders. That option is available to MSFT if it is in the best interest of the shareholders. That is the reason to stick with this company for a while. IMHO, longer term you can't lose with MSFT but you could with Oracle or Sun.

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