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: Jack Banana who wrote (58375)	5/23/2001 7:18:19 PM
From: t2	Respond to of 74651

I've learned a great deal from the Frog and NewVision, too. Jack, The trading in Microsoft was much more predictable a couple of years ago. I am sure you did not learn much from me in the last 12 months.<g> I was the one learning.<g> That anti-trust case made things very difficult but the stock really did not run into too much trouble until MSFT started presenting their case to Jackson...that was an unexpected disaster. Not only did the case affect the stock price but it also had a HUGE impact on their business strategy. Business momentum that was going to easily carry this company into new markets came to an abrupt halt. Only recently have I noticed business momentum coming back. The dot.com blowup has really helped strengthen MSFT. It also seems to have shed its "evil empire" image as the courtroom theatrics came to an. In addition, many blame the tech wreck on government action against MSFT....starting a big decline after Jackson's rulings last March/April. That is also positive for MSFT. I think the stock is coming back..a bit like old times but not quite. As far as I am concerned, the way to play MSFT is to be long the stock right up until just a bit before the actual ruling from the Appeals Court. IMHO, the stock will easily rally 5 to 8 points even on the announcement of an upcoming decision...ie. I am talking about an advance warning just as Jackson gave when before he ruled. The stock should jump on that. That would be the time to take profits on trading positions (before actual verdict); keeping core holdings. I would do that on the assumption that the stock will pull back afterwards since the growth rate (now) is still low enough to justify many taking profits. IMHO, good reason to buy and hold until earnings or appeals court ruling; whatever comes first.