Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Anthony@Pacific who wrote (60742)	10/17/2000 8:40:16 PM
From: Sword	of 122087

$35 dollars....tic, tic, tic. I believe MSFT is becoming a web-centric company at the worst possible time. Pension funds should read the following and consider making some position adjustments before the close tomorrow. (I doubt that they will): "We caution investors that it may take three to six months for a rebound in Microsoft" given its need to shift from PC-centric to Internet-centric model, said Shilakes." "As for Microsoft's much-hyped .Net Internet-based subscription service model announced this year, no revenue is expected. ".Net is strategically important but financially inconsequential at this time," says J.P. Morgan's Epifanio." Uhhhh....internet-centric models don't seem to be working too well lately anyway, Bill. So where's the beef? AMZN bonds at 50 cents to the dollar? Wow. -Sword

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