Microsoft - <b>When to short </b> Message Board

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Technology Stocks : Microsoft - When to short

MSFT 517.81

-1.5%

Oct 31 9:30 AM EST

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To: Mike McFarland who wrote (70)	1/23/1998 5:38:00 PM
From: Mike McFarland	of 96

I'm no longer planning on buying puts again--after watching this run back up toward 140, and with just too much good news I'm off to find something better. Also, I thought about MSFT's revenue numbers, and whether they can continue to grow, and I am not so sure anymore that they will start to slow down. Of course it all depends on whether or not they can put enough into W98 to make people upgrade, multi monitor support will probably be all that I need to switch. As far as NT--there don't happen to be any NT machines in my building so what the hell do I know about it? Anyway, after looking at revenues again, I guess it really doesn't take too much per customer for Microsoft to continue to grow its revenues--and there are so many customers... No way in hell would I be long this stock, if they blow the release of 98 or NT5 it'll be a huge disaster, one that could very well drag the whole market down. But what are the chances? Why Microsoft has probably already got a working W98 with the browser stripped out!

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