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

To: t2 who wrote (26733)	7/19/1999 5:39:00 PM
From: Alan Buckley	Respond to of 74651

Conference call is starting...

To: t2 who wrote (26733)	7/19/1999 5:50:00 PM
From: Sir Francis Drake	Read Replies (3) \| Respond to of 74651

Thanks, t2K. Tomorrow will be critical to the entire market. The market has been in a nasty trend of "selling the news", no matter how good, and has not reacted to "good news" - that often signals an important market top. There has been an attempt to go counter to that direction with INTC, and now we are really going to know what happens in the market after tomorrow's reaction to MSFT's news. It is my personal opinion, that on FA grounds, MSFT's report was outstanding. I can hardly contain myself, I'm so excited by how good it is (international sales is what gave me a "h*d on" - pardon my crudity<g>). Now, IMO, there is no FA* grounds to sell MSFT, Win2K will be outstanding, and while true, margins may not be sustainable, volume should keep exploding (that international thing has me salivating!). If the market sells off MSFT, which is a tech bellwether, on such a positive report, it says something very important about the market, not MSFT. That will be a very important indicator that a correction is not far off. Good luck! Morgan

To: t2 who wrote (26733)	7/19/1999 6:02:00 PM
From: miraje	Respond to of 74651

It's kinda like a broken record, Q after Q. Superb earnings (beating the consensus and whisper #'s by a much higher percentage than IBM, BTW), salting away more deferred revenue, hiding true (higher) asset value through creative (but legal) accounting, and forcasting a gloomy forward outlook. I'm sure the analysts will nod their heads and swallow it whole, lowering projected target levels only to have them blown away again. I can't believe the way that MSFT continually plays the Street "experts" like puppets on a string. I'll bet Mr. Softee would love to see share prices temporarily dip 5 or 10 bucks so they could again sell a boatload of puts for a fat premium. LOL!! From a Craig Barrett interview posted on the INTC thread: Barrett estimated there are only about 5 percent of the servers needed to serve projected Internet needs five years from now. Yup, things are sure slowing down. <VBG>