How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 477.74

-2.5%

Dec 3 3:59 PM EST

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To: t2 who wrote (33663)	11/10/1999 6:09:00 PM
From: John F. Dowd	Read Replies (3) of 74651

t2: Read this : Shares of Microsoft have been down each day since Judge Thomas Penfield Jackson ruled that Microsoft was a monopoly. Alexander Cheung, Portfolio Manager of the Monument Internet Fund says that Microsoft is becoming a value play. For the complete streaming audio story users should access on24.com One morning all the have nots will wake up and want to be haves. As taxman pointed out Dell revenues are expected to be up 45% yet their avg. selling price per box is supposed to be down because of all the Celeron cpu's that were sold. This could mean that their box sales are up over 50% and every Dell box goes out with Win98. Today MSFT pitched out 20% of Expedia and it closed at 53. This is surprising as PCLN which does the same thing but doesn't make money trades at a higher PE. When this PE is realized by PE we will see that that MSFT's portfolio of investments is worth a fortune. W2K is coming and it will be huge dwarfing anything that MSFT has ever introduced before. SQL 7 and Back Office and all the rest of the business apps. are going to go like gang busters once we are past the Y2K scare. This stock is Cheap here! JFD

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