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: Yaacov who wrote (50013)	9/26/2000 2:45:38 PM
From: johnd	Respond to of 74651

At the beginning of this case Sherlund had said to ignore the case and called it a side show. I think he was right. Another 2 years and MSFT will be at 180 - 250 and the case will be behind and people who didn't buy will look back and wonder why they didn't take advantage of the current opportunity.

To: Yaacov who wrote (50013)	9/26/2000 2:53:17 PM
From: Dave	Read Replies (1) \| Respond to of 74651

"Do you believe that the stock will now clime despite the fact that it will stay in the court for some time?" I know you didn't ask me, but personally I think MSFT would sink even if there were no earnings erosion or antitrust issues. The problem is, it's a richly valued stock (although, as somebody will probably point out, not so richly valued as some others) in a looming bear market. The coming Tech Wreck Part II will take MSFT down along with the rest of the overvalued tech issues. Today's Supreme Court news was the best MSFT news in a long time, and it just wasn't enough to get MSFT out of its range-bound trading. And given that the antitrust case will be a monkey on their back for years, and that MSFT's future direction is just defensive retrenchment, I wouldn't be surprised to see MSFT trading in the 40's after this next big Tech Slump.

To: Yaacov who wrote (50013)	9/26/2000 7:30:35 PM
From: John F. Dowd	Respond to of 74651

Yaacov: I have maintained all along that MSFT is guilty of nothing but hard business practices. They are a great company and relatively undervalued when compared to peers in this market. Their new initiatives in the enterprise field will mow the competition down(that is why the competition tried to slow them down via the DOJ suit). The Appeals Court will be a lot quicker than we expect - may have a decision by June. We can't forget what a fool Jackson was in thumbing his nose at this court while DOJ attempted to bypass them. The main thrust of this case - imbedding new functions into the O/S has been decided on already. I think the only mistake MSFT has made is not pushing W2K hard enough to people like us. But MSFT has always prevailed in the past and I don't mind waiting for them to prove everyone wrong again. I can remember 2 or 3 X when ORCL was declared dead and they have always risen from the ashes. The reason these guys alwys come back is their customer base and the feed back they get from these companies. On a strategic level we have just seen the beginning of the data revolution. Good luck to us all as we struggle through this waiting period. JFD