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


To: johnd who wrote (38650)2/27/2000 12:25:00 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
More reason for 100+ this week, 150 by summer, 200 by Jan01

The 200-d mv is at 94, 50d mv is at 108. The stock is at 91.
We should all thank the DOJ for making this gift happen.



To: johnd who wrote (38650)2/27/2000 1:28:00 PM
From: Yaacov  Read Replies (1) | Respond to of 74651
 
Thread, MSFT could hit 100+ this week and 150 by summer, 200
by Jan 2001.""

John, I have heard these arguments before, but regretfuly
the MSFT is stuck in mud, unless the court case is solved!
IMHO your targets may not be realsitc, though I wish them
to be true! ggg



To: johnd who wrote (38650)2/27/2000 2:13:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 74651
 
johnd: All great points. I think W2K has surprised MSFT. Why? Well they are now telling retail consumer that W2K can't access MSN without IE 5.1 or a workaround. To me this indicates that this product targeted for the business community is being rapidly adopted by the home user. A number of posters on this board have extolled the compatibility and stability of W2K for desk top use on this board which quite frankly came as a pleasant surprise to me who thought that this product was strictly an office deal. Further if consumers are willing to pay up for W2K what does this do to the argument of Jackson. Is MSFT forcing people to buy this before they come with the cheaper Millenium? NO! They want the quality of the product and they are willing to pay for it. This just proves that if you continually improve a product as MSFT has throughout the years consumers are willing to pay up for the improvements. JFD



To: johnd who wrote (38650)2/27/2000 4:45:00 PM
From: Bill Fischofer  Respond to of 74651
 
I agree

I first bought MSFT prior to the Windows95 launch. This is the first time in five years that I am buying again. What investors should appreciate is that regardless of the outcome of the trial and its appellate process MSFT's business has never been stronger. There are basically two nearterm outcomes:

1. MSFT and DoJ reach a settlement: Stock immediately moves up 30+ points. Jim Seymour--no MSFT apologist--suggests its more like 50+ points.

2. TPJ issues a predictable anti-MSFT verdict and MSFT predictably appeals. Trial goes on the back burner as folks refocus on MSFT's fundamentals. Stock moves up 30+ points.

Longer term, investors win no matter what happens. Even if MSFT is broken up investors wind up in the same position as those who held AT&T in 1984 or Standard Oil in 1911. Does anyone believe that somehow the government can decree that people may no longer use MSFT products? MSFT's success will be determined in the market, not in the courtroom.

Thanks to near-term jitters investors are being presented with a golden opportunity to obtain shares in one of the world's premiere growth companies at firesale prices. Even Warren Buffet--the value investor's value investor--seems to agree as he's finally bought MSFT for Berkshire Hathaway.