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

To: Frank Ellis Morris who wrote (40056)	3/28/2000 4:20:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

It may be only UP or sideways for MSFT from here. With at least 1.68 trailing EPS (based on 41c this Q) the stock at 60 PE would command 101. Whispers calls for 45c or 1.72 which tells me 104 as a bottom. I think MSFT will actually report close to 50c or will have about 1.77 in trailing EPS or the stock will have a bottom of 107. If a settlement and blow out earnings were to happen the valuation will expand. If not I see a bottom of 107 or so. 105 is still cheap. If settlement falls apart I think the 107 base will hold.

To: Frank Ellis Morris who wrote (40056)	3/28/2000 4:52:00 PM
From: PMS Witch	Read Replies (2) \| Respond to of 74651

Oil cartel ... ...Why doesnt' the DOJ advocate that the United States and Great Britain unite to control the Oil Cartel... Same reason they can't control narcotics. North American demand for petroleum outstrips supply; hence, we import energy. We have two alternatives: Use less, or produce more. Increasing our own production reduces our dependence on imports, and has been the policy of choice. This 'Suck America Dry First' has the unpleasant side effect of reducing our long-term negotiating strength when dealing with OPEC. Microsoft, in its negotiations with the DOJ, gives us a fine example of the importance of long-term strategic thinking. I don't know what Microsoft proposed, but I do know this: Bill Gates will have a more complete and accurate assessment of the ultimate outcome(s) of his proposal(s) than the DOJ and their army of lawyers, judges, bureaucrats, and consultants. It's only a matter of time before we'll be suffering abdominal pains resulting from excessive belly-laughs as we review today's events with the crystal clarity of hindsight. Cheers, PW.

To: Frank Ellis Morris who wrote (40056)	3/28/2000 7:56:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 74651

We cannot permit the economy and engine of the world to be at threat at the hands of a few. Hmmm, so maybe there is a future for solar energy and sensibly-sized, fuel-efficient vehicles. Wouldn't the US be cool if it could just tell the oil-wealthy nations "Sorry, we don't need as much oil this year as we did last year..."? Makes me wonder if I should get the new Ford Exhibition, or just drop down to the fuel-efficient Forerunner. On Topic: I like MSFT's offering of allowing other applications to be freely integrated by PC sellers. As for unbundling the browser, duh, why not offer that? I believe I'm not conned by MSFT when I say it's a better browser (IMHO) -- and I install Netscape as well, for times when it happens to handle a situation better. Randy