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Technology Stocks : How high will Microsoft fly?
MSFT 474.32-0.9%12:00 PM EST

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To: Dan Spillane who wrote (50842)10/9/2000 7:08:49 PM
From: John F. Dowd  Read Replies (1) of 74651
 
DS:This is no rumor or secret. MSFT has already announced that they have had losses in their portfolio with special emphasis on T. These losses are not marked to market as far as I know and don't mean anything until liquidated. What matters is Sales and Margins and the growth thereof and above that the prospects of growth. The prospects of growth look very very good when you consider the huge incursions they will make into the enterprise market place and the 7 new big products being rolled out etc,etc . JFD
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