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.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (78064)	6/6/2001 9:41:16 AM
From: t2	Respond to of 99985

Now would be a great time for the powers to be, to come out a support MSFT. I don't think you will get that..yet. Most are already bullish. Only Blodgett of Merrill Lynch is somewhat cautious. He has only moved from covering mostly internets..does not have the credibility yet but can move the stock if he changes his rating. I have traded MSFT for a long time; the one that used to be important was Sherlund of Goldman Sachs but in the Reg FD era, Melissa Eisenstadt of CIBC has emerged as very influential---she had it at a hold at the top...and slowly worked her way to a strong buy as the stock declined...great calls. I would point out that many analysts may not want to stick their neck out ahead of the appeals court ruling on the anti-trust case. Maybe these guys just can't make sense of the legal issues. I would note that anti-trust experts that I noticed make comments seem to suggest that MSFT should get a partial victory--at least no breakup. I personally think that MSFT will win on lots of points (or maybe even 100% reversal of lower court) but that does not seem to be the consensus. I don't think you need analyst comments to move MSFT stock. It is the traders that are looking ahead of the anti-trust ruling; big product upgrade cycle; new markets; huge cash; conservative revenue/eps targets for the June 2002 year end. ...and general kicking of competitors' butts.<g> (in areas that they have to compete in <g>)