How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 478.29

-1.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sabrejet who wrote (41806)	4/12/2000 10:12:00 AM
From: Jon Stept	Read Replies (1) of 74651

re: Goldman call It is hard to believe that Goldman has placed an accurate call given the following: 1. Semiconductor stocks are have been in an upswing since late last year. Part of this is has been PC demand. 2. PC stocks, especially Dell, have been relatively strong. 3. This is the first post Y2K quarter to show demand, and a surge should be evident. The only logic I can see behind their call is Linux/Sun competition has eroded their share of the market, but they did not mention this. Calls like this make me suspicious of their motives. Not saying it is a "downgrade-to-get-in" move, but minimally it is hard to support the call given the conflicting market realities and their failure to address them in their call. Just my opinion. Jon :)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next