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Technology Stocks : How high will Microsoft fly?
MSFT 486.96-1.0%3:59 PM EST

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To: Tom Clarke who wrote (37406)2/4/2000 10:30:00 AM
From: Jean M. Gauthier  Read Replies (3) of 74651
 
Why I still own MicroSoft....

1- Very undervalued stock, taken down by the DOJ for over 1 year....

2- Very profitable company, sitting on $ 39 or so billion dollars cash and investments.

3- Very nice Internet properties, comin into their own.

4- The PC is not dead, as a large majority of the world's population does not have one. And MSFT gets a nice cut from every sale

5- Linux on the desktop is a joke. A bad one.

6- DCOM/COM+ is a very sharp architecture for web commerce content delivery and programming. Corba/EJB is still very immature...

7- The "2000" series of products is making me foam at the mouth, from SQL/Server , MSMQ, Exchange 2000 and of course, Windows 2000.

A brand new upgrade cycle is starting, with Y2K out of the way....

8 - Windows 2000 consumer edition late this year, hopefully in time for Xmas...

So even though, boys and girls, it has been a very bad year for Mr Softy (1999, and 2000), anybody crazy enough NOT to be owning this stock by Feb 17th is out of his/her mind !

And I also own . BTW, a ton of Sun Microsystems stock and LEAPS... One should own both, IMHO

Take care
Jean
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