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

To: t2 who wrote (28387)	8/19/1999 2:47:00 AM
From: Reginald Middleton	Read Replies (2) \| Respond to of 74651

I am bullish on MSFT and have always been, but they have just gotten to large during a time of tremendous industry growth potential. They have too many fronts to defend and thier cash cow software business is now too easily commoditized to go on for much longer at these profit levels. I am going to challenge MSFT in one of their most profitable markets and I truly think I am going to make a significant dent. Short of buying me out, there is little they can do to challenge the business model, and even if they do buy me out it would not prevent anybody else from coming up with a similar idea.

To: t2 who wrote (28387)	8/19/1999 9:28:00 AM
From: Ex-INTCfan	Respond to of 74651

re "I have gotten to the point where i am willing to accept the downside risk in MSFT and just invest aggressively." tech2000, you are right on the money. This is a stock to buy and hold. One can never predict when its next big upward move when occur, but one can be fairly confident that there will be a next big move. With the positive news coming out of the PC sector, I feel we are getting close. However, it doesn't matter to me whether the move begins today, or six months from now. INTCfan