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 (52394)	10/29/2000 10:29:49 PM
From: Harvey Allen	Read Replies (1) \| Respond to of 74651

21:09 [MSFT,NWS] MICROSOFT MAY INVEST OVER $1 BLN FOR A 3.5% STAKE IN NEWS CORP'S SKY GLOBAL NETWORKS - AWSJ

To: johnd who wrote (52394)	10/30/2000 11:37:15 AM
From: johnd	Read Replies (3) \| Respond to of 74651

15 reasons why MSFT should rally Would like to add 5 more reasons why MSFT should rally 11. Everyone expects MSFT will rally after elections which is one week away. Reasoning here is a new govt. People also expect additional boost if Bush wins => Innovation over litigation. 12. Favorable legal developments: a. Got Stay, b. Won appeals court hearing, c. Won longer than normal filings request, d. Jackson wants to get out e. Klien is already out 13. 10 bucks in MSFT's share price is cash+investments+deferred revenues. 14. What other Dow stock guided $1B sequential revenue growth for Dec. Q and increased FY EPS estimates? 15. What else would you buy for year 2001, that will have increasing growth and trades at cheap to reasonable multiples =========== 1. Balmer says worst is behind and best is yet to come 2. Microsoft's book value went up 45% during last 12 months 3. Dataquest projects 25% PC growth in 2001 withouth w2k demand, and W2k creates additional growth prospects. 4. MSFT now trades only at 1.2times S&P PE compared to 2.6 an year ago. It is MSFT after all! 5. MSN is growing 100% per year in net subscription growth and .Net enterprise s/w is gaining traction. 6. Microsoft thought it was cheap at 86 , one year ago, when it gave out 99 options. 7. Microsoft bought 25million shares for about $70/share last Q and gave 2000 options at 66 in April and 69.75 in July. 8. Microsoft sold puts at strikes 70-78, likely thinking it would stay higher than that. 9. Goldman, Lehman and CIBC say Microsoft should rally. DLJ, ING have been targetting 140, 135 for 6 to 12 months. 10. Barrons analysts and Wall Street Week show pick MSFT as favorite pick for coming rally