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

To: taxman who wrote (34524)	11/20/1999 10:43:00 PM
From: djia101362	Read Replies (2) \| Respond to of 74651

Regardless of where these mediation talks end up, I think this was the catalyst that MSFT stock price needed to change direction. Personally I'd like to see a settlement. I know many others feel MSFT should stand it's ground take it up to the Supreme Court if necessary to be vindicated. As a MSFT shareholder I want the share price to go up. We've been sitting on a flat stock since late January. In the meantime many other tech stocks like SUNW and ORCL (not just the i-nut stocks) are up over 100%. I think MSFT would be trading at about $130 right now if were not for this silly trial. There is absolutely no reason besides the trial that a stock like MSFT should be trading at a PE of 55 when SUNW and ORCL commande PEs well into the 80s. MSFT being the premier company that it is could easily be awarded a PE of 100 w/ a stock price of $150. I'm just glad Jackson came to senses and appointed Posner. I'm hoping Posner will get through the thick skull of Klein and Co. that there case has too many holes in it and never should have gotten this far. As a matter of fact, I saw a news story that commented that Posner never would have let a case like this even get off the ground floor. The bottom line is MSFT did nothing to hurt the consumer. They may have killed the competition but given the chance, any company would love to have been in MSFT's position. Either way, I think we MSFT shareholders will finally be rewarded for hanging w/ the champ through the tough times. I'm looking to for MSFT be trading at a PE of about 75 in the very near future. It just may be a very Merry Christmas after all for us MSFT shareholders. Remember folks, it's never too late to buy MSFT!!

To: taxman who wrote (34524)	11/21/1999 5:13:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

taxman: short INTC call? Where did I say that. It was a covered call. News came out late on a Friday and the option was 3/16 out of the money but my broker Browne and Co. assigned mei.e. they exercised me and I lost my shares. The stock gapped up on the open on Monday following. This happened years ago. I don't have any inter-office memos or EMails to back it up with but that is what happened your honor. Calling Clinton's lies perjury does not identify Posner as a Conservative or particularly insightful in my book. On the other hand, his dissent with anti-partial birth abortion laws identifies him as a liberal who supports baby killing from my perspective. Guys like Posner were at the cusp of Yale's losing its way in terms of values ushering in a new Yale that departed from its motto For God For Country and For Yale. He is a man in full from the Me generation.JFD