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


To: Daniel G. DeBusschere who wrote (48049)7/19/2000 7:14:08 PM
From: Thunder  Read Replies (1) | Respond to of 74651
 
Methinks MSFT is stacking it away for a more sunny day; otherwise, they would be very stupid.

Ditto, Daniel. It could also be that MSDW (as with others) are helping us on the perception front, outside the courtroom as well. In any event, this coming Autumn (mid) should prove to be one of the more dramatic moments for MSFT's share price in recent memory in regards to volume and volatility. I anticipate during that time, dawn will break for MSFT. Then buckle up & lookout.

Even Morgan Stanley Dean Witter Internet analyst Mary Meeker has her doubts. In a report issued today, she said, "We continue to believe that Microsoft just might not achieve the kind of market share on the Internet it achieved on the desktop [i.e., a monopoly], and with the move to the Internet will come stiffer competition and the potential for margin erosion."

And Meeker is a supposed fan of Mister Softee! (Not only does Morgan Stanley do investment banking for the company, it also has been retained by Microsoft to provide expert testimony in the courtroom fight with the Justice Department.)


thestreet.com

Cordially,

Thunder