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: johnd who wrote (50400)	10/2/2000 12:52:20 PM
From: johnd	Read Replies (3) \| Respond to of 74651

Microsoft (MSFT: news, msgs) says it will make a "major e-commerce announcement" on Thursday at 5:30 p.m. EDT. Time to kick

To: johnd who wrote (50400)	10/2/2000 1:02:58 PM
From: werefrog	Read Replies (1) \| Respond to of 74651

re"What is the growth in PC laptops" I don't know. I quit doing much research years ago. Seemed like the more research I did on a stock I owed, the lower it would go. Did you ever have that problem. JH

To: johnd who wrote (50400)	10/2/2000 2:31:04 PM
From: Dan Spillane	Read Replies (2) \| Respond to of 74651

Check you charts. Was October 1998 a good time to buy Nasdaq stocks? Hmmm...no one talks about the 60 percent plus growth of PC laptops. As well, everyone ignores the fact that demand is growing so much, there are component shortages. As well, everyone is ignoring positive statements by major companies. The last bear market of October 1998 had exactly this negative sentiment in the face of good news, though much more real cause for worry (an international financial crisis). Now we have an Intel inventory overhang, competition from Transmeta, and poor Apple sales. None of these seem like macro factors, and certainly seem positive for Microsoft. Compare the vlauation of Microsoft to GE or Proctor and Gamble, and consider Microsoft has the power to start new momentum with new products whereas GE or Proctor have far less power to do do.