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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: Lee Martin who wrote (16193)2/17/1999 11:07:00 AM
From: t2  Read Replies (1) of 74651
 
Lee, I agree with you on many points. It might be a little late to sell the big names like MSFT.

MSFT benefits from price wars among PC makers and internet portals and ISP should do well. Well MSFT is in both businesses also not to mention has controls over the browser.

Re: intel trial.
That trial will not only shift focus away from MSFT (plus the long breaks in the MSFT trial in March---almost all of march), it will also get people against this whole government intervention business they are in. Going after the best tech names is not going to sit well with politicians and the public(i bet MSFT and INTEL are favorites). It will SIGNAL that government wants to control the tech world. In the USA, that kind of action like this won't fly for long. In Europe, it might be acceptable but not in the US. to The intel trial is going help MSFT in a big way.
There will be a huge shift to anti--DOJ rather than anti-MSFT. MSFT and INTEL will be "perceived" as victims. DOJ and FTC are going to have a serious public relations problem starting next month with the Intel trial. THen the politicians will start stepping in to curb the aggressiveness of DOJ and FTC. The policitians are being supported by MSFT and INTEl, remember.

Conclusion: The best opportunity to buy MSFT is now. MSFT won't be alone anymore---interpret that as you like!!!!!
The momentum investors have not jumped on board yet as split is on March 26. It will happen in an explosive manner.

JMHO of course.
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