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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Teflon who wrote (2716)	6/17/1999 3:22:00 PM
From: Teflon	Respond to of 54805

Just out, Abbey Joseph Cowen (Goldman Sachs) just hitting the wire with some very bullish comments regarding inflation and the ability of the Market to absorb a rate hike by the Fed. MSFT up 2 Teflon

To: Teflon who wrote (2716)	6/17/1999 3:30:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

And please forget about the trial, it is irrelevant in impacting MSFT's tradin pattern (excluding the day a verdict is provided, in which case a brief buying opportunity will be provided). Teflon I think most of the board here agrees with you Tef, and I love the stock and the company. SI is showing a 65PE on last 4 quarters, for Gods sake! BUT! I, and a lot of the Funds, don't want to move until the DOJ situation is cleared up. That is obvious, because this stock would trade for at least an 85PE without the DOJ, IMO. I may be missing a buying opportunity, but, with my bucks in Q and CSCO, I just don't see a need to sell either to buy Softy at the moment.