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

To: William Hunt who wrote (27035)	7/21/1999 4:14:00 PM
From: Teflon	Respond to of 74651

William, I hope Brad is the guy, but I doubt it will happen. Maffei will probably discuss the topic. BTW, I too am struggling with MSFT's guidance these days. On the one hand we have INTC saying they see a strong second half of the year, yet on the other hand we have MSFT predicting the end of the world. At some point they need to be a little more aggressive. Sometimes, being too conservative can be harmful as well. Teflon

To: William Hunt who wrote (27035)	7/21/1999 4:27:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

William, AOL just reported $.13/share. This was the high end of the whisper range -- estimates were $.11. Anyone notice that the net stocks are actually starting to look like they want to rally? Anybody have any thoughts on this? What would the Market look like if the Net stocks decided to start another leg up right about now? Is this Market really a Market that folks want to try and Short? These are the thoughts running through my mind right now. Morgan, where are you? We talked about the massive selling/consolidation taking place in the Internet Sector prior to earnings being released...could we potentially see a rally in these stocks much earlier than anyone thought possible? All comments are welcome, please. Teflon