Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (253)	2/17/2000 5:21:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Steve, as for MSFT, I just cannot get myself to buy into it in serious way, the valuation is so high it gives me vertigo. Sure, it could get higher, and once money gets back into the market, MSFT will be one of the major beneficiaries, but those guys have to keep coming up with new stuff all the time and one of these days, they may have a flop and will have a big problem supporting the mammoth infrastructure they have built. They may be the IBM of the early 90', IMHo. So, I stopped following them. As for tomorrow, if you are going to get few bucks scalping, tomorrow should be a good day for that and should actually start strong and then end strong with some big swoon in the middle of the day. If I can get a position in RMBS that I can "live with", then I might play it. Zeev