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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?


To: B.REVERE who wrote (15624)3/15/2001 11:20:41 PM
From: TobagoJack  Respond to of 19080
 
Hi B.REVERE,
<<Why msft? They have sold a huge amount of put options of their stock to generate income to their balance sheet. If their stock fails to come back above 74 by sept expiration, they're toast. This has always worked well for them in the past to beat earnings but as you know, whole new ballgame here.>>

I agree with you that MSFT is a troubled company. I use so much of what they produce, and have benefited from both product usage and stock ownership, I am holding some of their shares out of sheer loyalty and laziness, and who knows, they may go up if the bulls are right about ORCL, and I am wrong about the market.

<1% on MSFT is not exposure, it is a curiosity.

This is how much I believe in the future (2-3 years) of equities. I will change my views if there is a cataclysmic market clearing crash.

Chugs, Jay