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

To: johnd who wrote (26916)	7/20/1999 6:43:00 PM
From: djia101362	Respond to of 74651

johnd, i myself did not listen to the call and am not sure if he was referring to "gross" or "net" margins. i am assuming he was referring to "gross". if you look at msft's "gross" margins, they are the best on the planet eclipsing 90%, bar none. if there is one thing that is wrong w/ msft, it's the fact that it is so difficult for them to improve on perfection. rembember folks, it's never too late to buy msft!!

To: johnd who wrote (26916)	7/20/1999 6:51:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

johnd, Good logical approach. A part of my defensive has to do with having a very good run with my calls options and a need to take a breather. It is sort of a natural need to preserve capital after gains that were incredible. However, this is about as bearish i have ever felt. Through all the old selloffs (Asia, Brazil, etc) i remained positive but now i am just too uncertain and to me that is a sign to cut back (using the same logic as you). I am playing the short side temporarily---if i make some gains i would go in cash waiting for the next great opportunity (long).