Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: johnd who wrote (44097)	5/1/2000 9:26:00 PM
From: djia101362	Respond to of 74651

Johnd, I have never seen you this low before. In the past, I knew I could always count on you and JFD find something positive no matter how bad the news was for MSFT. I have to think that when the greatest MSFT bull has finally reigned in his horns, this has got to be the ultimate bottom in the stock. BTW, did you see the column over at thestreet.com about a week and a half ago by a journalist that believed MSFT sandbagged the quarter hoping the entire market would collapse? It was a very interesting read and if you think about it, it makes a whole lot sense. The column came out right after MSFT's Q3 conference call the Thursday before Good Friday. This is a summary of what the article had to say...MSFT intentionally low balled future growth prospects and w/out actually saying it, the journalist implied MSFT wanted the tech market to crash like it did. The company knew exactly how Wall Street would react to their conference call that is the what MSFT wanted. The reason being that MSFT stock has been depressed so severely in the last 6 mos. because of the DOJ trial that they wanted to level the playing field. Many companies rely heavily on their overinflated stock to expand through acquisitons, lure top execs, etc. On the other hand MSFT was a $40B warchest (cash and investments) that it uses to expand when needed. MSFT never relies on its stock to expand. A crash in the tech market would affect MSFT the least operationally and if anything would severely cripple some of its competitors. Ask yourself this one question, if PC growth was going to be so bad, why are Intel and Dell stock holding up so well? I surely would think these two companies would be impacted as much if not more than MSFT. MSFT sounds like a scratch golfer on the first tee telling everyone they are a hacker.