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

To: Doc Savage who wrote (35211)	12/8/1999 5:29:00 PM
From: John F. Dowd	Read Replies (4) \| Respond to of 74651

Doc: Correct diagnosis. MSFT is a software company. They are not a box maker. They will turn their software expertise in the direction of wherever they see the fastest growth. They may not be the first into the fray but they will be the one standing in the end. Software will be paramount in the digital age. Communications are just now going end to end digitally. TV is going digital. Everything will be digital as analog is moved out of the mainstream . MSFT will be there to make the digits useful and to enhance the use of the digital signal. The ERICY agreement the ATT agreement and other similar ventures are strategic moves which will bear fruit . The beauty of MSFT is that they have the staying power to take these strategic gambles and make them pay off. In the meantime they will deal with the DOJ to the greatest advantage of the shareholder as Mr. Gates has the most to lose or gain as the largest stock owner. Why was MSFT down today ? Are the weasels afraid that MSFT has too strong and DOJ has too weak a case for Gates to make a deal? In the meanwhile the value of this great juggernaut keeps being stored up like a charge in a capacitor. Watch out when it discharges. JFD

To: Doc Savage who wrote (35211)	12/8/1999 6:08:00 PM
From: johnd	Respond to of 74651

>Am I right or am I right? Doc, No I think you are right

To: Doc Savage who wrote (35211)	12/9/1999 2:09:00 AM
From: Yaacov	Read Replies (1) \| Respond to of 74651

Doc, You maybe right on the price target, but if MSFt and DOJ reach an agreement. The window 2000 will give a pop to the stock but would alone be sufficent for a 60 dollars price increase! I can only hope so. When to buy and if to buy? I beleive it will be more dangerous to be out of MSFT than in it. If, and I say if the DOJ and MSFT announce a agreement after clsoing or over the weekend, this stock could open with a 30 to 50 dollars pop! If out of MSFT you have lost your chance. I am invested both in SUNW and MSFT. I have done real well in both. I am dedicated, however, to see my money works. If One stock doesn't perform, I will look for greeener pasture. I did it with MOTorola after 20 years. I sold out and switched over to Errciy, Nokia. It is question of money and not brand loyatly. I hope MSFT will do the right think and BG will not piss his fortune enough in a long series of litigations. So, there may be some agreement by no later than mid-Jan.