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

To: Teflon who wrote (28697)	8/25/1999 6:28:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

Hi Teflon, Well i did it. Bought call options on MSFT the first chance i got this morning. I am taking a longer time horizon--January 100s. Just waiting for MSFT to break out to an all time high just like others such as Intel. It that occurs, i sell but if it does not, the Januaries are a sure thing anyways!!(IMHO of course). Just thinking about taking some profits on QCOM (another 10 points today). It is very difficult for me to trade for the next little---and i am doing this without reading any intra day news on the stock. We might head into a very short lived correction in the Nas but who cares. The real momentum looking out 4 months is a strong move up--hoping to see MSFT over 120. Good Luck tomorrow.

To: Teflon who wrote (28697)	8/25/1999 6:29:00 PM
From: djia101362	Read Replies (3) \| Respond to of 74651

with regard to a settlement, i don't think it will happen if a spin-off of the net properties is in the works. should msft decide to do the spin-off, this will set the net properties free w/out DOJ intervention. if this happens msft will be left to fight the DOJ on their terms and shareholders will be able to realize the added value from the spin-off. at this point i think it has become more apparent then ever w/ the recent sun and bristol rulings that msft is holding a much stronger hand than the DOJ. most legal experts believe that msft will lose this round but i don't think even that is a given anymore. i don't see how jackson can ignore the 2 most recents rulings that have gone in msft's favor. imo, if we don't see a settlement, that tell me the spin-off may be coming. if they do settle, gates may prefer to keep the entire compnay intact and the net properties would stay w/ msft. either way, msft is a winner. remember folks, it's never too late to buy msft!!

To: Teflon who wrote (28697)	8/25/1999 6:31:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 74651

Think about it: 1) DoJ is on their case as a monopoly; 2) The current case is not the last case against them. MSFT will continue to dominate new niches over the years ahead. 3) The sheer size of MSFT is making it harder to manage and harder to continue high growth rates. 4) There are more product/market opportunities out there on which a single company can possibly focus. 5) Breaking up the company does not dilute the current owners' equity. So why not break up into 2-5 companies voluntarily? It isn't unlike what AT&T (gladly) did in 1983. (I know we have had this discussion a few months ago.)