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Technology Stocks : How high will Microsoft fly?
MSFT 491.78-3.1%1:45 PM EST

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To: Jeffrey Boggis who wrote (13752)1/3/1999 10:09:00 PM
From: Tom Ardnij  Read Replies (2) of 74651
 
Jeffrey and thread,

I'm thinking that the next couple of weeks will see a market shift in MSFT direction. All of the internet hysteria from December should start to wear to MSFT's benefit. Afterall, it's the third largest portal with plenty of room for multiple expansion by internet (AOL,YHOO) standards. It shouldn't be too much of a detriment that it has been beating earnings estimates since Noah was a pup.

Additionally, it will begin to present it's witnesses in the next couple of weeks. Certainly, taking the offensive in the Antitrust case should lift some negative market impact.

Lastly, I suspect that the market will begin early on to realize that we are entering what may prove to be the greatest product cycle in the company's history.

What do you all think?
Tom
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