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

To: Maverick who wrote (38955)	3/2/2000 7:26:00 PM
From: OLDTRADER	Respond to of 74651

RE:Maverick-I am long and down 4 points on my postion-Thanks for the great post-I owe you,it certainly looks good to me now as it did a week ago when I went long and strong.

To: Maverick who wrote (38955)	3/2/2000 7:47:00 PM
From: johnd	Respond to of 74651

**Windows 2000 is Here and It is For Real Everything we head about Windows 2000 is that the product is extremely solid. Wall Street is concerned about when the product actually catches fire. We believe when the evidence rolls in, the stock will have already moved. Our survey results suggest huge adoption of the product in calendar Q3 and Q4, which means Wall Street should get wind of it in calendar Q2. Therefore, to be ahead of the pack, Q1 is the time to play the cycle, in our view. We continue to believe that significant upside to revenues and earnings estimates exist over the long-term. Reiterate Buy. ===== I think the windows 2000 factor is the most discounted factor in MSFT. It is 15Billion in additional revenues to MSFT. In calendar 2001, MSFT will have 35 - 40 Billion in revenues and 15 - 20 Billion in earnings. In a few weeks, MSFT under 100 will be looked back as what a steal it was. Talking of which, I wouldn't be surprised if we crossed 100 tomorrow making it the last week under 100 before next split.