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

To: Teflon who wrote (28316)	8/17/1999 10:52:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Teflon, Great summary of the conditions MSFT faces. Personally, i view it as a safe stock that has a lot of downside protection. The PE is now in the 50s!!! This is happening even with all that unearned account mushrooming. As i have stated before MSFT has the added luxury of being able to improve its share price if it senses serious slowdowns in its business. Spinning off or breaking up the company can do it. Or even consider accelerating share repurchase plans. They just have so many ways to ensure a steady year over year climb in the share price. That is the reason i always feel something is missing when i don't have MSFT in my portfolio. IMHO, it is as close as one can get in finding a sure thing-----from July to June. Always compare the prices from the start of the fiscal period to the end. If one does that, there is no doubt there are going to be great gains every year. Once the advertising of Windows2000 takes off (i am expecting a Windows95 type of affair), the moves in the stock are going to be phenomenal. Notice how RHAT got hyped so much and the stock kept going up. IMHO, we will see the same kind of thing happen with MSFT in the next 6 months. Windows2k is going to be the buz. Of course we won't see the same kinds of percentage gains but the move up will be significant. IMHO, there are only 2 companies that are sure things over the next 2 years----MSFT and Intel. Intel is at all time high levels and i am waiting for some buying opportunities. I am getting my opportunities in MSFT and taking advantage of it. Just my thoughts on the subject.