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

To: johnd who wrote (50401)	10/2/2000 12:55:01 PM
From: Epics	Respond to of 74651

Despite my negativity on the stock, there is a bottom here somewhere and the valuation is favorable. S&P has a fair value of 82. Considering it is at a 52 week low and the case is not going to the surpreme court, the fundamentals are better than when they are trading in the 70's. I plan to cover but not yet. Then I will go long

To: johnd who wrote (50401)	10/2/2000 1:24:14 PM
From: alydar	Respond to of 74651

Announcement is being made in Austin, TX. Gee, I wonder who is involved. Another old economy company, maybe DELL, selling e-commerce services. The only problem is that MSFT is 3 years behind ORCL in software development. Announcemnt is a non-issue. Bob.

To: johnd who wrote (50401)	10/2/2000 3:41:46 PM
From: Dave	Respond to of 74651

Oh boy another MSFT announcement! <Microsoft says it will make a "major e-commerce announcement" on Thursday at 5:30 p.m. EDT.> Why do I think this will be yet another announcement that MSFT has made a strategic investment in some eCommerce company, which in turn has promised to use Win2K servers for its web site? Remember the press release that Aetna was going to use Win2K for its Internet presence? Did you notice that the announcement failed to mention that MSFT uses Aetna for its employee medical insurance, and overpays for the most expensive Aetna PPO options, which has the side benefit of making COBRA benefits prohibitively expensive to ex-Softies? Whatever this big e-Commerce announcement is, follow the money, and you will see MSFT paying through its teeth for it. <Time to kick> I'd be glad to, but don't you think we've kicked MSFT enough? :-)