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

To: Dwight E. Karlsen who wrote (26959)	7/20/1999 11:21:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

Maffei really wants a steady price appreciation year over year. I think he realizes that earnings is the best way. If that doesn't work, it could be tracking stock idea. If that fails--accelerate repurchases of shares on the open market. If that fails, talk to Bill Gates about spinning off certain divisions---resulting in increased shareholder value. This company has a lot of weapons to ensure that employees and shareholders are happy. I do think his objective is not to support the stock in a decline of the market in general. However, he will act to ensure that it does well--like most other big cap techs. It has lagged a bit but that could change easily. That is why i would not consider ever going short on this stock. I love the company is the other reason. The Y2K warning that he gave is not really the catalyst. There just appears no reason be in stocks ---record levels in markets heading into more uncertainty than usual. Of course a selloff would be expected. Why not just wait out a correction to get back in? Does anyone really feel there is significant upside potential in MSFT for the next month? IMHO, even a tracking stock will only provide a temporary bounce. A settlement with the DOJ -- i don't know about that one.

To: Dwight E. Karlsen who wrote (26959)	7/21/1999 10:23:00 AM
From: Jill	Read Replies (1) \| Respond to of 74651

You know, the market never really makes sense in its fluctuations, and we always try to explain it away. Maybe it's reacting to Maffei's guidance and maybe not. Look how well it took Intel in stride (based, yes, on optimistic forward guidance...but then again, Dell has been ambushed for many months now no matter what MD says). We all try to give explanations and I think it's like trying to explain weather. Remember Konrad Lorenz' famous image of a butterfly flapping its wings in Africa and creating a small wind current that eventually ends up as massive weather change across the world?