How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 473.99

+0.4%

Nov 24 3:59 PM EST

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To: DownSouth who wrote (15027)	1/24/1999 3:22:00 PM
From: t2	Read Replies (1) of 74651

Downsouth, Good luck with Compaq earnings. IMHO it does not look good even if they beat expectations by a cent or two. This is the risk. Still considering buying puts on it if run up to earnings. (just a little bit of options for fun!!) IBM is more of a value investor's portfolio; someone who cares about PE. (I guess that is why I don't buy it). If CPQ also falters, my guess would be a lot of this money will come into INTEL (another "value" play---well at least it comes close to "value"). For those who will drop this value thing, I can see purchases of MSFT, DELL, CSCO.

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