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


To: KevRupert who wrote (44000)4/30/2000 10:07:00 PM
From: Daniel W. Koehler  Read Replies (1) | Respond to of 74651
 
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Thanks for the thoughtful analysis. Well done! And any Alan Abelson plug is surely a milestone.

I don't know if you meant to send it to me or not, But I agree with your 100%.

And, relative to SUNW, CISCO INTC, it looks positively cheap.

I hope all the bad news is in it. I can't remember a 40% decline in MSFT in less than 25 days before, can you?

Of course, this is the first major antitrust case in 25 years. After ATT, I was confident that antitrustlaw would be relegated to the dustbin of history.

What's next? Maybe Fed Ex and UPS should bring an antitrust suit against the US Post Office?

Daniel



To: KevRupert who wrote (44000)4/30/2000 10:38:00 PM
From: Paul K  Read Replies (1) | Respond to of 74651
 
Seattle Times Financial page...

Microsoft (MSFT, $66) has never seemed so beleaguered, writes Scott McAdams, president of Seattle's McAdams, Wright Ragen brokerage and a longtime follower of the Redmond software giant.

Questions about its growth and the troubles wrought from a government lawsuit have forced Microsoft's stock price down steeply from its December high of $119.938.

"As we wade chest-high in bad investor sentiment for Microsoft and the tech sector overall," McAdams wrote, "I can think of no better time to take a contrarian view of the world, and buy into one of the best-positioned tech companies on the increasingly wired and wireless planet." (Report issued 4/24)

Recommendation: Buy.

seattletimes.com