Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (23982)	6/10/1999 6:38:00 PM
From: Jill	Respond to of 74651

It's true, Tech. MD seems almost naive in how he is currently handing perception of his company. Jill

To: t2 who wrote (23982)	6/10/1999 7:35:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

Why did MSFT drop more than the NASDAQ today? Would that be the Felton effect? or is it just something else? What worries me is the fact that DOW is up 1400 for the year or up about 15% during first 6 months of the year. If DOW were to decline 10%, then it could bring hte whole market down with it. The 6% on Treasury doesn't help either. Is FED expected to tighten soon?

To: t2 who wrote (23982)	6/10/1999 11:38:00 PM
From: taxman	Respond to of 74651

"Investors love conservative outlooks" microsoft 5 Year earnings per share Growth Rate: 43%. that is what investors love. regards

To: t2 who wrote (23982)	6/11/1999 1:04:00 AM
From: Uncle Frank	Respond to of 74651

t2k, investors love upside surprises, but institutions adore predictable earnings. That's one of the reasons that Cisco carries such a high valuation, despite beating earnings by a very predictable penny every quarter. Dell's expertise is in boxes, and the sector is under a lot of pressure. Compaq has been dethroned, and it doesn't look like the sector can support a new King as White boxes have a very large part of the market. It's questionable that even the mighty Dell can gain enough share to become a rulemaker. Imho, MD is doing what he knows best - running a kick butt company. I don't think he will make the mistake of venturing from his core competency to hype the stock. The shareholders will just have to take their lumps for a while. Frank