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

To: ed who wrote (27329)	7/25/1999 9:20:00 PM
From: Catcher	Respond to of 74651

ed, i just printed your excellent post. gonna read it over the next few days everytime i'm tempted to "time" msft. (my record with timing is embarassing) ed, you really summarized the fantastic future msft has since they have positioned themselves to drive pda's, box top sets, inet...oh yeah & lets not forget their software will be inside 90% of the billions of computers that china etc will need to power themselves into the 1900s. domestically ed, yeah i do remember (been only 2 weeks) intel & gateway saying things looked good. i bought a gateway lap top for college bound son last week...yup it had windows. my next 3 will need em too since they are all 4 on inet min 1 hr per day then there's msfts recent results...they just don't seem to foreshadow a sales drought. my 14 yrs in business say things go in waves --not spikes. especially sales. thanks again-

To: ed who wrote (27329)	7/25/1999 9:32:00 PM
From: Mr. Generic	Respond to of 74651

Ed, You Said it Better Than I Could Even Think It About MSFT. Last Friday I picked up 10 contracts of Jan 2001 Leap 130 Calls at $7 for a measly total of $7000. To even this dummy (me), it seems reasonable that MSFT could hit at least $150 within the next 18 months ........ it almost seems like a no-brainer, in my humble opinion. I don't care what anyone else thinks, because I'm only risking $7000 over the next 12-18 months.

To: ed who wrote (27329)	7/25/1999 10:15:00 PM
From: blankmind	Respond to of 74651

Ed - Wow - you logically make the case for MSFT - good going - & I hope it's okay with you that I copied your post & will re-post every now & again. thanks.

To: ed who wrote (27329)	7/25/1999 11:04:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Ed, What did you have been drinking today?<g> Great analysis on the trends in the PC biz and its implication on MSFT. I am still not getting too bullish on MSFT yet but on dips it the best one to buy,IMHO. After all i can't park all my money in cash--gotta buy some stock in retirement accounts. The market downturn will probably hold MSFT down. If we have Y2K related selloff (i think we will), i would bet it will be sooner rather than later. By October, my guess is that the market (especially MSFT--for the reasons you indicated) should start heading up. Of course this would occur if we get our market selloff now. If we don't, then a rally starting in October may not materialize. In the meantime, you reminded me of a good long term short "Oracle". Looking into that one. Had great luck on 2 out of 3 short trades on Sun Microsystems. Friday's analyst upgrades forced me to cover one with a small loss but the other 2 were good winners.

To: ed who wrote (27329)	7/26/1999 1:03:00 AM
From: taxman	Read Replies (1) \| Respond to of 74651

"Unless, Intel, IBM, HWP, DELL, ...etc were all telling lies." nope. World-wide personal-computer shipments continued to roar ahead in the second quarter Message 10650306 regards

To: ed who wrote (27329)	7/26/1999 8:53:00 AM
From: cgraham	Read Replies (1) \| Respond to of 74651

"and someone even predict Microsoft will drop to $50." I had one of those messages last week from a very astute day trader. I agree with a lot of what you say, and frankly I think it would be time well spent to send your resume into MSFT for the PR department; I am impressed by your analysis. Unlike AOL, MSFT is trying to gain entrance into new markets. Granted I still can't believe they let AOL have ICQ (I no longer use ICQ since AOL took it over and screwed it up)but overall I don't see much depreciation of stock or company value (which I have discovered are very different animals). What is hard to see through and the nay sayers have a point, is that MSFT office products always arrive late and always with bugs. Now, we could look at it this way, job creation. After all, there is a small army of consultants who only work on MSFT problems. But on the other hand, the competition hasn't come up with anything to replace MS office. Long and short of it, I'm long and short. I see the stock rising above 100 soon enough.