How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 492.01

+1.3%

Nov 28 9:30 AM EST

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To: Ibexx who wrote (9163)	7/13/1998 12:04:00 PM
From: j g cordes	Read Replies (1) of 74651

Hi Ibexx, let me be the first to say I was wrong on MSFT this time. The puts were exited without pain or gain and frankly I'm at a loss to explain the current run.. except to say that heavy money continues to flow into funds and they have continued to narrow their focus in placement for liquidity reasons. So now that I've capitulated for a day or two (remember I said this month's high would be the high for the year), is there continued strength in Win98 and NT sales? Is there a split on the horizon? What's goosing the price? For a valuation and contrary turn play... after listening to the fact that almost NO NEW investment has gone into increasing semi capacity (NVLS ceo this morning on CNBC), it seems logical to assume the continuing incremental demand for Dram and Sram will get in line with production... price stability and profit turn. There's certainly a window to exploit and the prices are depressed. Looking at ALSC as a bottom pick. Jim

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