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

To: Frank Ellis Morris who wrote (31280)	10/28/1999 6:40:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

Frank: Anal -ists don't have a clue. For example there is some idiot on cnbc as we type from Castle... Corp. telling the world to avoid such big cap stocks like MSFT CSCO. He is clueless! This is a buying opportunity. This post from the Yahoo board is reflective of what is going on and the enormous anticipation for W2K. Back up the truck and load up. . JFD os win 2000.... by: gliman 10/28/1999 6:01 pm EDT spoke to a few friends at large corps. some have beta win 2000. They love it!! One guy tried to get it to crash - would not! Showed me all the advantages!! Those of you that know networking will understand --- this baby will Sell!!

To: Frank Ellis Morris who wrote (31280)	10/28/1999 8:42:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

Frank, forgive me...it's been a while since I dabbled over here. But permit these thoughts for a second. Assume for a moment the following: 1) MSFT knew full well that the Street would pick up on the decrease in the Unearned Revenue account at some point after the hoopla of the earnings release calmed down. 2) Through their discussions with the DOJ and Judge Jackson, MSFT knew that a decision would be rendered in the near term...and would most likely not be entirely MSFT shareholder friendly. 3) There would be a significant amount of investor uncertainty regarding Y2K as we close in on the end of the year regardless of all the PR stating the world was safe. If your Mr Gates and faced with these variables you would probably make a similar decision and give the green light for a "more bullish than normal" forward looking forecast at the earnings release. Sit back and put yourselves in MSFT shoes, this trading makes sense. The Street is going to use this emotional volatility to their advantage and drive material swings in the trading price. Don't be surprised if MSFT's stock starts a strong bullish run soon after Jackson's decision is rendered. Just my opinions as always, Teflon