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

To: miraje who wrote (38146)	2/19/2000 9:39:00 AM
From: blankmind	Read Replies (1) \| Respond to of 74651

- $7.8 bill net inflows in to equity funds last week - every week this year there's been a net inflow - baby boomers continue to sock away for their retirement - Supply of stock available continues to dwindle due to stock buybacks by the MSFT's, Aetna's, Bear Stearns, and others - Short interest is at a record high - Due to the dropping in long term rates; 30 year bond around 6.3%; and the DOW 30 already down around 14% from its highs; then I think it's a good time to be holding MSFT

To: miraje who wrote (38146)	2/19/2000 10:10:00 AM
From: Daniel Schuh	Read Replies (2) \| Respond to of 74651

Sheesh, James, on the semi-cynical political front, the Democrats are semi honest to what ideals? The Democrats are all over the place. Republicans are pretty consistently pro business, but of course there's always going to be debate about which business they're pro. Teddy Roosevelt was a Republican too, you know. Pretty popular in the public mind, also. Then, there's the eternal conundrum of free markets, what is the sound of one company competing? If you'd like a little entertainment on the subject, you should check out the March "Wired", where there's an article about Joel Klein goes to Silicon Valley looking for someone among the "whining billionaire pseudo-libertarian titans of Silicon Valley" willing to stand up publicly for "structural remedies". Closest he got to a commitment was from Steve Jobs, who said he'd do it if Andy Grove did too. Of course, Ellison wasn't on the list, everybody thinks he's nuts. Cheers, Dan.

To: miraje who wrote (38146)	2/19/2000 11:04:00 AM
From: Tony Viola	Respond to of 74651

James, > But the lowest of the pond scum are the whining billionaire pseudo-libertarian titans of Silicon Valley like McNealy, Ellison, et all, who go crawling to Uncle for protection when they can't meet competitive pressures. Maybe they whine because have a lot to fear with price/performance comparisons to Sun as in the attending article: Message 12916867 The Sun people claim better RAS (reliability, availability and serviceability) in their products. That's all being improved both on the OS side and the hardware side, especially in Intel's Itanium and its chipsets. After that, it's solutions, in which IBM and HP have some experience. Going to be interesting. Tony