How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 476.08

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Dec 17 3:59 PM EST

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To: John F. Dowd who wrote (34843)	11/25/1999 10:02:00 PM
From: djia101362	Read Replies (1) of 74651

JFD- We are both MSFT shareholders but it looks like we are hoping for different things. I want a settlement. I also feel the same way as you in that MSFT would eventually be vindicated if they pursued the "legal process". But the fact of the matter is MSFT has seriously underperformed the large cap tech market this year. Take a look at MSFT's P/E, it is a joke compared to companies like ORCL, SUNW, and CSCO. MSFT should clearly be trading at about $130 right now. I think the appointment of Posner has set the foundation for a rally in MSFT stock which appears to be underway. I would not be surprised to see a +4 or +5 day from MSFT by the end of next week. i.e. a stock price around $100 If what you are expecting does come true, I agree that it will present another buying opportunity in MSFT in January, one that would rather not see. The longer the case drags on, the longer MSFT stock will underperform regardless of how meaningless the DOJ case is. The truth is this case becomes less significant the longer it goes on but it also keeps that black cloud hanging over MSFT stock price. The recent onslaught of cases being filed in the state courts are absolutley ridiculous and do not worry me one bit. But it does allow for more bad press and bad press is never good for MSFT stock price. A settlement would all but leave the cases filed in state courts dead in the water. I would imagine that any settlement by Microsoft would have to allow them to walk away without admitting to monopoly power. Give OEMs the right to do whatever they want with the Windows startup screen, make IE an optional load at setup, cut out some of the bullying tactics, and I think we have a fair settlement.

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