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


To: jeffol who wrote (40905)4/3/2000 9:59:00 PM
From: GST  Read Replies (2) | Respond to of 74651
 
"This verdict doesn't decrease my energy and excitement for who I work for." I assume you work for MSFT and that makes your opinion more important than mine on this issue of motivation -- thank you for sharing your thoughts. May I ask, do you feel that a conviction for criminal conduct in business dealings damages the public image and reputation of MSFT?



To: jeffol who wrote (40905)4/3/2000 10:37:00 PM
From: Hawkmoon  Read Replies (2) | Respond to of 74651
 
Making the assumption that you work for MSFT, can I ask you if you took the opportunity to exercise a large portion of your stock options this quarter??

It appears, IMO, that Bill Gates stalling the inevitable breakdown of settlement talks with DOJ provided the breathing room necessary for MSFT employees to have the incentive to exercise their options and then sell their new holdings into the market.

Why is this important? For the mere fact, as Mr. Parrish's analysis displayed last fall, MSFT derives a MAJOR portion of its earnings from the exercising of options by their employees. I believe the statistic is somewhere in the 65 percentile. In my opinion, I don't believe it was mere coincidence that the delay in the Judge's ruling was put off until the end of the current quarter. And I bet you that MSFT was selling a ton of puts over the past couple of days to derive additional income.

Call me a conspiratorialist. But look for the specifics in the upcoming financials.

Regards,

Ron