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: Dan Spillane who wrote (50842)	10/9/2000 4:51:35 PM
From: Michael L. Voorhees	Read Replies (3) \| Respond to of 74651

That rumor would certainly explain MSFT's lack of performance. They certainly have invested in some major dusters during the dot.com bubble. Interestingly, they probably will not be the only corporation in this situation. Anymore documentation of this rumor.

To: Dan Spillane who wrote (50842)	10/9/2000 7:08:49 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

DS:This is no rumor or secret. MSFT has already announced that they have had losses in their portfolio with special emphasis on T. These losses are not marked to market as far as I know and don't mean anything until liquidated. What matters is Sales and Margins and the growth thereof and above that the prospects of growth. The prospects of growth look very very good when you consider the huge incursions they will make into the enterprise market place and the 7 new big products being rolled out etc,etc . JFD