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: Jean M. Gauthier who wrote (31200)	10/27/1999 9:43:00 PM
From: t2	Read Replies (3) of 74651

I dislike the rah-rah maniacs (sorry for the insult), spoiled investors that are pushing things like JDSU and the Juniper/Sycamore crowd to unimaginable heights, on flimsy sales and massive losses (except JDSU, just wildly overpriced, but very badly run inside, from friend I know who work there). No offense taken in you comments. I understand the frusterations in holding great companies and the stock not going anywhere---it is usually temporary. I have been through it lots of times and is especially difficult if one is holding options. It is better to take a longer term approach sometimes. That is why diversification makes sense---in all sectors. I am going to start taking this kind of approach to investing shortly. On to JDSU: JDSU has been my biggest holding---expecting to reduce it a little before earnings tomorrow---i am too overweighted in it. I have been buying Nortel also because of their incredible growth in the optical area. Agree with most of your post but not on JDSU. Look at the earnings coming out of Lucent, Nortel and take a look at their greatest growth. Look at EMLX, SDLI and so on---blowout earnings. When companies are running at full capacity, i would expect a hectic and possibly chaotic work environment. That is when employees will say it is poorly run. I take it as a very bullish sign. When things settle down, maybe the growth rate will be slower and more manageable but the stock will be less attractive to investors. When investors realize that fibre optics is a huge growth area and companies like Nortel are sold out of certain components---it makes you think that all such companies be growing revenue/eps at incredible amounts.---and each earnings report that i see from these companies confirms it. Mergers and Acquisitions will certainly keep happening in the industry. I think there was a deal tonight---HLIT took over some company. Overall the market knows where the growth is sooner or later. If there is lots of growth in MSFT and INTEL, sooner or later the market will realize it and shift money into these companies. Here are two news stories i posted on the JDSU thread:--mentions LU and NT -both customers of JDSU. Message 11713707 Message 11713663

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