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

To: Harvey Allen who wrote (41518)4/7/2000 1:15:00 PM
From: The Duke of URL©  Read Replies (1) | Respond to of 74651
 
In the early 90's IBM's forecasters correctly identified the future growth in computer calculations they just missed the fact they would be coming from cheap microprocessors rather than from computers to be built in the empty plants management constructed

It is too simple to say that IBM's fall was based on failure to predict the "cheap microprocessor" market.

It is more accurate to paraphrase Thomas Watson:

...as our scene opens...

Tom: The world will only need 5 computers.

John Akers: Yeah, and IBM will CONTROL them all!!!

...curtain(s)

:)))



To: Harvey Allen who wrote (41518)4/7/2000 1:24:00 PM
From: werefrog  Read Replies (1) | Respond to of 74651
 
"I plan to raise cash and establish a long term short"

MSFT usually peaks the day earnings are released and goes down, or atleast sideways, for the next month or 2, so you're short play should work.
I've been buying msft about a month before the July earnings date and selling the day earnings are released and it's worked good for years now, helped by the summer rally each year.
JH


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