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To: ild who wrote (191656)9/12/2002 11:34:22 AM
From: marginmike  Respond to of 436258
 
In my opinion MSFT is the last tech stock to short. With 50+ billion in cash they will benifit in a further tech crash. Lots of better victims. The two stocks I wont short are Qcom/MSFT



To: ild who wrote (191656)9/12/2002 11:35:20 AM
From: marginmike  Read Replies (1) | Respond to of 436258
 
In my opinion MSFT is the last tech stock to short. With 50+ billion in cash they will benifit in a further tech crash. Lots of better victims. The two stocks I wont short are Qcom/MSFT



To: ild who wrote (191656)9/12/2002 11:37:03 AM
From: reaper  Read Replies (1) | Respond to of 436258
 
i don't see any upside in Adobe, but they have already pre-announced and taken expectations way down so i don't see how you get a huge negative surprise. i've had lots of people INSIST to me that the stock will NEVER see my price target of $10-12, though, so maybe....

on MSFT, i have no opinion.

Cheers



To: ild who wrote (191656)9/12/2002 4:53:06 PM
From: reaper  Read Replies (1) | Respond to of 436258
 
fwiw, i'm shorting this ADBE pop. quality of the balance sheet is not high, IMO, principally on the receivables and deferred revenue side.

call starts in a few minutes.

Cheers