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

To: johnd who wrote (47535)	7/7/2000 2:50:03 PM
From: Tony Viola	Read Replies (1) \| Respond to of 74651

Johnd, >But when I see the leading indicators such as reading on chip book to bills, and the more recent statements from CFO Connors and the the rest of MSFT gang (such as the VPs talking at the investor conferences) I see more conifdence in fundamentals. There are some (maybe just one) that think the semiconductor boom may be peaking, and he's even talking about a slowdown in 6 to 9 months. I think he's (Salomon Smith Barney's Joseph) out for a grandstand play, and otherwise full of it. Several analysts came out since Wednesday, saying that also. The PC and Intel compatible server industries are both very healthy, with Intel sold out of a lot of Pentium III and Xeon types, probably for quite a while. This and Intel's "fabbing up", at least 2 billion beyond budget, probably more like 3.5, this year, all has to be good for Microsoft. Mr. Market seems to agree lately. Tony

To: johnd who wrote (47535)	7/7/2000 11:46:11 PM
From: TTOSBT	Respond to of 74651

Re: " <<But when I see the leading indicators such as reading on chip book to bills, and the more recent statements from CFO Connors and the the rest of MSFT gang (such as the VPs talking at the investor conferences) I see more conifdence in fundamentals. If they see business already picking up, I wonder what will happen when they release Windows ME on 9/14, Windows Datacenter in 2 months, WIndows2000 SR1 in a month or so, and then SQL2000 in 2 months and Exchange 2000 immediately after that. That is why the excitement.>> " John one other thing. CNBC after close today mentioned MSFT will be eligible (in about a week) to buy back shares after six months restriction. I was thinking any announcement would come sometime after the next employee's options plan price lock-in? Any idea what date that is or was? Thanks for all the valuable information you posted. TTOSBT