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

To: Teflon who wrote (29157)	9/5/1999 10:30:00 AM
From: johnd	Read Replies (3) \| Respond to of 74651

Teflon, comparing me to Toy is not fair. I am pretty bullish with my long msft holdings. But want to give counter points to the thread at times of extreme optimism. In september we have * DOJ trial restarting: 9/10/99 is when findings of facts rebuttual starts 9/21/99 is when oral arguments begin As early as October/Novemeber there could be ruling. On other front we have 9/9/99 bug. I will watch how mainframes around the world perform. We also have Y2K bug. Currently there is euphoria in wall street on low volumes. But every article that I read has one or two lines about how market is "Toppy" and when money manager return from vacation, they may use this market valuation to cash in for Y2K diversification and funds outflow to low valuation markets like Japan and Europe. Star Office is getting so much attention. I am extremely worried about Dec. quarter revenues and EPS as we hit the airpocket on server (nt -> win2000) transistion. So there is risk. As people who care about good returns over the long haul, we have to watch these factors. Singing to the same choir could put us in the deep end.