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

To: John F. Dowd who wrote (26060)	7/14/1999 9:28:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

JFD, Once MSFT wins the Bristol case, we should see a hell of a pop in MSFT stock price. I can't believe anyone would expect them to lose this one. This would not be because they save themselves a few million in damages, but instead the winning image that will be a factor in investment decisions. If we get a decision this week in favor of MSFT, i would be willing to say we would crack 100 easily before earnings. 110 is very possible in the short term if we see MSFT winning. There is no reason MSFT should underperform IBM, Sunw etc.. It is the dominant company in the world. A win will project such a winning image that those that had abandoned their MSFT positions due to the DOJ case will start coming back (not to mention short covering). This will be their first decision from a jury when faced with anti-trust allegations. My feeling is that juries are influenced by their mutual fund holdings --MSFT is number 1 in index funds. Most people are buying a lot of index funds. This is not big tobacco we are dealing with. The case is a very weak one anyways and many believe should not have gone to trial. I think the judge was just jealous of Jackson grabbing all the headlines and wanted a few for herself. This decision will also deter future lawsuits and also give MSFT confidence in defending jury trials. Consequently, the stock would be expected to outperform on a relative basis compared to IBM, Sunw etc. I am expecting a victory for MSFT and would love to know when a verdict is going to be delivered---so i can plan a short term trade (long of course). BTW--I had been expecting MSFT to stall at current levels but am now getting more optimistic since the Bristol verdict is very near. I had not expected jury deliberations to start so soon and have sold out of a lot of options positions (with big profits of course--sorry for bragging). Still planning to make a lot more money from stock and leaps. Also have a small speculative position in July 95s.

To: John F. Dowd who wrote (26060)	7/15/1999 9:08:00 AM
From: John F. Dowd	Respond to of 74651

To All: It is ironic that the SEC and the street are wringing their hands over McKesson/HBO thing yet were so vigilant over MSFT not booking sales before they were sure they had the sale and the contingent liabilities connected with the sale were discharged. This whole anti-MSFT is so blatantly political and has distracted the SEC from doing it's real job - catching the cheats. JFD P.S. It looks like MSFT invested in NXTL was a great one! NXTL reports blow out numbers.