How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 487.71

-0.1%

Dec 26 9:30 AM EST

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To: taxman who wrote (20566)	4/15/1999 10:44:00 AM
From: t2	Read Replies (1) of 74651

We might be heading towards a tech stock buying opportunity of the year. A lot of the experts are now saying how techs are overvalued. They were less daring a little while ago. We should see all the sell side experts show their face on TV---in a confident manner. That is the best bullish indicator we can imagine. I bet the ones who think the net stocks are way way overvalued will not be daring enough to say it. I just thought them because everyone else did and made some money-----just momentum buying and nothing more. In fact I hate them as investments. The only net stock I like is MSFT which holds the key to the internet---the best browser out there. Give it a few months and we could see a stripped down operating system with IE on the computers---the emachines. MSFT will put their internet sites along with the PC makers in prominent positions resulting in good traffic to the site. There is no monopoly in the browser market. That is why they can sell an emachine (through boxmakers like Dell) to compete with AOL's plans. I don't think an antitrust suit will work in that arena. I think MSFT is being underestimated in its ability to respond to market conditions. I am pretty sure that AOL, Sun Microsystems, IBM , Novelll are not paranoid for no reason. They have every reason to be worried or scared. IMHO, they will be facing serious harm to their businesses---just give it a few months. In addition, AOL could get isolated as other ISPs will be willing to work more with MSFT as it is not dominant in the ISP biz. The acquition of Netscape, IMHO, was one way to kill off Netscape. Netscape might have been the choice of ISPs if it did not have ISP biz competing with them. Now MSFT is the choice by default!! Just my bullish MSFT views---I obviously could be wrong!!

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