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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: yard_man who wrote (56347)1/18/2001 11:04:26 AM
From: bill meehan  Read Replies (1) of 436258
 
I don't disagree with you about IT spending in the short-term. However, I don't expect MSFT to remain as heavily dependent upon PCs as they are now or have been in the past. I think of the company as almost a start-up that doesn't burn cash but throws off piles of it. The investments they've made, the cash, management and intellectual capital that they have makes them as certain a long-term winner under the most plausible scenarios. In the meantime it will fluctuate, which doesn't bother me at all, although I'd probably scale back if it goes substantially higher over the next 4-6 weeks. My basis is well below current levels and I wouldn't let it grow to be too much of my portfolio. JMHO and I could well be wrong.
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