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


To: t2 who wrote (30512)10/8/1999 7:57:00 AM
From: t2  Read Replies (1) | Respond to of 74651
 
I wonder if MSFT executives now realize that may need to do something very positive or their is going to be the stock that people will consider as overvalued. Other techs keep going higher in the meantime.

Decided that i was too pessimistic on the prospects of the stock in the near future. Now i am starting to believe that it offers downside protection while the possibilities of upside moves is on the increase. There may be a certain amount of catch up left. I just don't think that Maffei will try to predict doom and gloom this earnings release. As a result, MSFT stock will start moving up in a big way. Ahead of the Windows2000 release date, one can expect a big run up. Also think that the DOJ is not only factored in but the worst case scenario may already be priced into the stock.

Based upon Judge Jackson's comments in the past, i don't think he will throw the book at the company----at worst there will be a mixed decision. A type of decision that MSFT would not be getting if there was a negotiated settlement. He is well aware of current developments and their effect on the competitive environment.

The only big buying opportunity on this stock could be the fact finding by the judge. This will sound worse than it really is. He will be commenting on MSFT's practices and not intrepreting the law. Of course, he will state the obvious----"cut off air supply" type of statements. These may be perceived as negative for MSFT but are not really that important in the final decision. Maybe some investors are waiting for that to start buying aggressively ahead of Windows2k release.

I believe this is a great "investment" but not a good trade just yet.



To: t2 who wrote (30512)10/8/1999 11:30:00 AM
From: PMS Witch  Read Replies (5) | Respond to of 74651
 
MSFT trading range ...

I've followed this stock for a decade and this year seems typical. Purchases in October can be usually be sold profitably January to April. I see no evidence compelling me to believe this year will be any different.

Cheers, PW.

P.S. I didn't take the time to assemble a foundation supporting this opinion which I've already adopted. Fire! Aim! Ready!



To: t2 who wrote (30512)10/9/1999 12:49:00 PM
From: Jim Lamb  Read Replies (1) | Respond to of 74651
 
t2,we get MSFT earnings on Oct. 19. I strongly feel they owe it to the shareholders not to downplay the companies future as bad as they usually do. If they will just tone it down a little we should see new all time high around that time.
Even with AOL's recent 40 point gain, I see it as a better bet for a more significant rise in share price in the next few months. I'm long both with shares and leaps. Good luck.