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


To: johnd who wrote (50286)9/29/2000 10:47:13 AM
From: sandeep  Read Replies (2) | Respond to of 74651
 
JohnD, people don't want to hold stocks whose business is not going to grow in a reliable manner. Right now, EVERY FUND MANAGER IS DUMPING some portion of their shares. Maybe all. I think 55 is not out of the question today.



To: johnd who wrote (50286)9/29/2000 10:51:05 AM
From: Epics  Read Replies (2) | Respond to of 74651
 
Why would anyone want to be long. Unless MSFT settles
or Greenspan cuts rates (which with the euro and oil) would surprise me, short is the place to be for a small investor like me



To: johnd who wrote (50286)9/29/2000 11:27:10 AM
From: Dan Spillane  Respond to of 74651
 
A rare "STRONGEST BUY" from me. This looks like the best buying opportunity in years.

Intel has an inventory overhang (so what, how does this affect end-sales?), and Intel has competitive pressures(more processors is *bad* for Microsoft?!?)...and Apple has competitive pressures (from Microsoft and PCs?!?). Paul Allen gone (so what?)

I see big, big pluses for Microsoft going forward:
cheaper Wintel processors
+less competition from Apple
+new products from Microsoft, including enterprise products to take on Oracle and Sun (finally).

This is absolutely great!!!!! Yes I will say it: "FUCKING GREAT"