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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (4232)	7/9/2001 3:31:43 PM
From: Raymond Duray	Respond to of 33421

Hi Hawk, While I concur with your view that NAZ 1400 is a distinct possibility as more and more bulls finally capitulate, I don't see Mr. Softie as being the bellwether here. It's a company that still has a pretty decent balance sheet and with all the buzz I'm hearing about XP, both positive and negative, and the remanding of the breakup order,I'd say that chances are good that investors will continue to see MSFT as one of the best ways to play tech. As far as playing the options market, I've no proof of this but there are rumors that Mr. Gates has a private team that plays these markets for his personal rather than corporate gain. -Ray PS: After some of the other charts I've seen lately, Mr. Softie's is hardly the scariest... <bg>

To: Hawkmoon who wrote (4232)	7/9/2001 9:36:46 PM
From: Moominoid	Read Replies (1) \| Respond to of 33421

Combining the stochastic and MACD it looks more like a sideways move to me. But this chart looks much nicer! siliconinvestor.com

To: Hawkmoon who wrote (4232)	7/11/2001 2:56:15 PM
From: John Pitera	Read Replies (2) \| Respond to of 33421

Hi Hawk, the Long term MSFT chart does look like it could have another leg down. I think that you've mentioned a very important theme...... what some of these tech companies are doing with their options programs. Dell is one example, 99% of free cash flow went to servicing option cost in Q1 of this year, I believe. I have a couple of article on this I'll post, and maybe we can explore this issue a bit more. we are seeing market cap and PE's deflate every day, it's been the theme since March of 2000. MERQ,EMC,BRCD, DOX, VRTS and many others have been good examples this past week. John