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

To: Jean M. Gauthier who wrote (31200)	10/27/1999 3:34:00 PM
From: Mr. Tomatohead	Respond to of 74651

I can sign on to every tenet of that rant. Feels good to get it off your chest :) Added more MSFT today with a smile on my face.

To: Jean M. Gauthier who wrote (31200)	10/27/1999 5:04:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 74651

>>When EMC, SUNW, CSCO, LU, NT, DELL, INTC and MSFT, all companies that beat or came very close to expectations (or bet them handily) say that Y2K is not a problem, and that their forward guidance is POSITIVE (very Positive in the case of MSFT/EMC), why are these crap companies (CPQ, IBM & HP and others) able to get the market to tank ?? I am so frustrated and tired of this.<< Jean, Your post was brilliant and so well thought out. You have outlined many of the points that have much of us so frustrated. It seems like a handful of people control the flow of money in and out of this market making the rest of us saps look like morons. If we could pull the plug on these idiots we may have some sort of sanity restored to investing. It certainly is not the way it used to be. Frank

To: Jean M. Gauthier who wrote (31200)	10/27/1999 5:17:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 74651

Jean, Your post should be sent to the Associated Press and to Louis Ruykeyser of Wall Street Week. Perhaps a response to this may be made by someone in the media. It is as you say very frustrating and also it stinks with injustice. Best Regards Frfank

To: Jean M. Gauthier who wrote (31200)	10/27/1999 7:08:00 PM
From: J. P.	Read Replies (1) \| Respond to of 74651

I don't know what Goldman Sachs is up to, but their negative comments today were very well timed to cast a further pall on MSFT should anyone be thinking of buying. The level of frustration on this stock is building, and hopefully it's a sign of a break (which direction?). Good Luck

To: Jean M. Gauthier who wrote (31200)	10/27/1999 9:19:00 PM
From: EepOpp	Respond to of 74651

[OT] >(except JDSU, just wildly overpriced, but very badly run inside, from friend I know who work there). Hi Jean, i follow JDSU but not too closely. This is the first time i've heard something like this. I was wondering if you could qualify it a little. Like, is the business doing so well that they have to go out of their way to screw up the company or not much longer to go before everything falls apart... thanks in advance. EepOpp

To: Jean M. Gauthier who wrote (31200)	10/27/1999 9:43:00 PM
From: t2	Read Replies (3) \| Respond to of 74651

I dislike the rah-rah maniacs (sorry for the insult), spoiled investors that are pushing things like JDSU and the Juniper/Sycamore crowd to unimaginable heights, on flimsy sales and massive losses (except JDSU, just wildly overpriced, but very badly run inside, from friend I know who work there). No offense taken in you comments. I understand the frusterations in holding great companies and the stock not going anywhere---it is usually temporary. I have been through it lots of times and is especially difficult if one is holding options. It is better to take a longer term approach sometimes. That is why diversification makes sense---in all sectors. I am going to start taking this kind of approach to investing shortly. On to JDSU: JDSU has been my biggest holding---expecting to reduce it a little before earnings tomorrow---i am too overweighted in it. I have been buying Nortel also because of their incredible growth in the optical area. Agree with most of your post but not on JDSU. Look at the earnings coming out of Lucent, Nortel and take a look at their greatest growth. Look at EMLX, SDLI and so on---blowout earnings. When companies are running at full capacity, i would expect a hectic and possibly chaotic work environment. That is when employees will say it is poorly run. I take it as a very bullish sign. When things settle down, maybe the growth rate will be slower and more manageable but the stock will be less attractive to investors. When investors realize that fibre optics is a huge growth area and companies like Nortel are sold out of certain components---it makes you think that all such companies be growing revenue/eps at incredible amounts.---and each earnings report that i see from these companies confirms it. Mergers and Acquisitions will certainly keep happening in the industry. I think there was a deal tonight---HLIT took over some company. Overall the market knows where the growth is sooner or later. If there is lots of growth in MSFT and INTEL, sooner or later the market will realize it and shift money into these companies. Here are two news stories i posted on the JDSU thread:--mentions LU and NT -both customers of JDSU. Message 11713707 Message 11713663