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

To: Catcher who wrote (30907)	10/19/1999 10:31:00 PM
From: blankmind	Respond to of 74651

It was wrong for MSFT to go down today in sympathy with DELL - As everyone should know; DELL is a great commoditizer; whereas MSFT is the real thing

To: Catcher who wrote (30907)	10/20/1999 1:32:00 AM
From: Gerald Walls	Read Replies (2) \| Respond to of 74651

i cannot remember such positive comments from msft. dell, intc, cpq investors--climb aboard. This company is my largest holding, but I have to say I believe that MSFT execs realized, because they only met the whisper number and with the market in Meltdown Mode, that if they gave their usual "sky will probably fall next quarter" outlook then the stock would tank. They gave the outlook they did today because they felt that they had to. They could have given the same sort of outlook any quarter in the past, but they never had to. This time they felt that they had to tell the truth. All the above is IMHO, of course.