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: werefrog who wrote (41442)	4/7/2000 12:53:00 PM
From: Harvey Allen	Read Replies (2) of 74651

JH- In the early 90's IBM's forecasters correctly identified the future growth in computer calculations they just missed the fact they would be coming from cheap microprocessors rather than from computers to be built in the empty plants management constructed. Microsoft's forecasts on future PC sales are accurate only they are missing on the ASP of future software. I think the average price of software will follow the downward path of hardware prices faster than PC sales rise to make up the difference. I plan to raise cash and establish a long term short the afternoon before earnings release. I can think of no greater pleasure than sitting through 8 consecutive downward earnings quarters. $6.68 is book. That's a lot to savor. Harvey

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