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Technology Stocks : Full Disclosure Trading

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To: Don Green who wrote (10977)	5/1/2006 3:17:28 PM
From: Sam Citron	Read Replies (1) of 13403

Thanks for asking, Don. Basically I think the bad news is out -- delays and increased spending. MSFT is spending to become more competitive especially with online initiatives. Results are already begnning to bear fruit as for example IE beginning to win back some users from Firefox. Next year is the real test though. I'm basically betting that their efforts begin to bear some fruit. But it's a pretty small initial bet. On the technical side, I'm betting that the high volume sell-off last week marks the bottom. Sam

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