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Technology Stocks : Microsoft Corp. - Moderated (MSFT) -- Ignore unavailable to you. Want to Upgrade?

To: Dave who wrote (673)	10/24/2002 7:16:37 AM
From: Jordan A. Sheridan	Read Replies (2) \| Respond to of 19789

Dave; I don't disagree with the statement that the latest quarter may have been an anomaly. The reason I disagree with Rocky is that he was trying to discredit MSFT's performance during the tech recession of the past 2-3 years. In terms of annual growth, I agree that at first glance, 9% YOY growth may not look huge. However, when you look at the fact that you are growing 9% YOY on a starting base of $9 Billion.. Regards; Jordan

To: Dave who wrote (673)	10/24/2002 9:41:03 AM
From: alydar	Read Replies (1) \| Respond to of 19789

hi dave, << I have to agree with you Jordan; Rocky obviously must have graduated with honors from the buy high and sell low school of investment.>> dave you are wrong about degree in investing. i have held orcl since 1995 and sunw since 1998 so i bought low, rose with the wave and should have sold half off, and rode the puppies down. so some greed is involved in my previous makeup but i will not make that mistake again. but to say i bought high is wrong. saying that i did not know when to sell is correct and that is the point i am trying to get across to msft shareholder. msft has peaked, ballmer has said so and now is the time to sell. to be specific, i have actually lost between 5%-10% of my total portfolio during this tech depression. i am down considerably more on paper but still believe that orcl and sunw will be strong survivor going forward (i.e., next five years). how do you compete with a FREE OS and office suite anyways:)? lastly, i cannot disagree that msft's stock has held up better than almost any tech company but i do believe that is because they have a monopoly and use it to implement their illegal new pricing program. any other questions, rocky.