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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: alydar who wrote (62425)11/1/2001 8:32:12 AM
From: John A. Stoops  Read Replies (1) | Respond to of 74651
 
Rocky,

Short it at your own risk. Here are the key fundamentals that I understand:

32 Billion in cash and marketable securities and no debt.

An unassailable market position with the abiity to raise price and improve profits.

A "Smart Workforce" of 32,000+ people

I'll take your bet that MSFT is trading at $75 by the end of January 2002.

John



To: alydar who wrote (62425)11/1/2001 8:41:58 AM
From: t2  Read Replies (1) | Respond to of 74651
 
it could have settled or gone to court. 50/50 risk taker. in any case, this is a one day stock event. can you tell me whether msft will be 25% higher or lower a year from now and i will bookmark your post. my bet, and i am shorting msft today is that msft will be 25% lower due to poor fundamentals going forward.

All I can say is that you are not as familiar with the trading in MSFT as you are with Oracle.
This is going to put an end to the selling pressure from the short term speculators..as the stock moved higher, only be brought right back down in anticipation of legal developments. Mutual funds will not dump the stock going forward and really have no reason in a low interest rate environment...especially given how much cash/short term investments the company has ($9 to $10 per share I believe)

Wait until MSFT starts talking about how successful the XP upgrade is; my guess is they are staying silent until after the settlement is official.

Fundamentals are very good even in a lousy economy!
That is truly something.