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

To: johnd who wrote (45775)	6/1/2000 12:10:00 PM
From: The Duke of URL©	Read Replies (2) \| Respond to of 74651

"time and even if it moved up 100% over the next 2 years still a great return" There's that word "if" again. :))) Was it Descartes or was it Camus who once said, "If wishes were fishes, we'd all have a fry."

To: johnd who wrote (45775)	6/2/2000 12:53:00 AM
From: JC Jaros	Read Replies (2) \| Respond to of 74651

I noticed that you cited "banner PC year" as a reason, if not the catalyst for your MSFT purchase. I also noticed DELL is static and rangebound apparently in anticpation of the PC growth apex. --- In my opinion (which is hopelessly biased), one shouldn't use the past and current MSFT OS/App revenue in projecting the MSFT value. --- I think the bet is on something else. If that something else involves flexibility on the part of MSFT, I'd think they're screwed. MSFT is old and stiff and apparently has nothing better to do than to hunker down and hire more innovative attorneys. -JCJ

To: johnd who wrote (45775)	6/2/2000 12:54:00 AM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

I noticed that you cited "banner PC year" as a reason, if not the catalyst for your MSFT purchase. I also noticed DELL is static and rangebound apparently in anticpation of the PC growth apex. --- In my opinion (which is hopelessly biased), one shouldn't use the past and current MSFT OS/App revenue in projecting the MSFT value. --- I think the bet is on something else. If that something else involves flexibility on the part of MSFT, I'd think they're screwed. MSFT is old and stiff and apparently has nothing better to do than to hunker down and hire more attorneys. -JCJ