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

To: codawg who wrote (29240)	9/7/1999 2:48:00 PM
From: johnd	Read Replies (3) \| Respond to of 74651

Reason I sold are gut feel from several risks - Next 3 quarters are going to be tough for MSFT * Real driver is Office2000. But I don't know the impact of star office yet - Linux is gaining ground and win2000 is too far out as rev. driver (at least 12 months) - Risk of sharp short term moves from DOJ verdict - Y2K software sales impact and market impact. Several retials (tech data, Ingram,..) are showing slower sales hey are leading indicators. I expect MSFT to barely meet this Q eps and guide wall street not to raise next Q and following Q. Now I know why Moeffi was warning for a very slow FY2000. Why do you guys think MSFT put strike warrants are capped at 70 and not higher like 80 or 90.