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

To: Alex who wrote (4003)	11/12/1997 5:25:00 PM
From: vinod Khurana	Read Replies (1) \| Respond to of 74651

It's not quite there Alex. With the Nasdaq down the last five days, a small rally in the tech stocks could very easily push MSFT back above that magic $130 level. Whether the entity keeping up the stock price is to force MSFT into declaring a 2-1 split is a big ?. I doubt MSFT would split the stock here as they just did in December, 1996. Pricing the stock into the $60's range would add to much volatility to the stock price as the P.E would still be around 50. I think MSFT is looking for an ordearly drop to the $100 - $105 range. One has to keep in mind that MSFT pays their employees in stock options. Buying it in the open market at the $130 area sure means they are going to get their employees upset as the stock drops further. Surprising that the Goldman Sachs news on lower sales for next quarter did not tank this stock $10 or more. I have never seen anything like it. The Bulls are definetly camped outside MSFT grounds and protecting it from any harm. V.K

To: Alex who wrote (4003)	11/12/1997 5:35:00 PM
From: Columbo	Read Replies (3) \| Respond to of 74651

You are right. Something is keeping the stock up. Come onnnnnnn, people. Who do you think is keeping it up? How about the "Masters of Propaganda" with 10 bill in the bank. You don't think they're going to let Ralph affect their stock? Think! MH #0

To: Alex who wrote (4003)	11/12/1997 5:54:00 PM
From: Joe Sabatini	Read Replies (2) \| Respond to of 74651

>>I think these investments in cable are stupid, and low growth... Microsoft never said that these cable investments are going to show profit in the near term. I think we all agree that future communications will require much higher bandwidth. Plodding along at a couple dozen kilobits per second just isn't going to cut it. I use an ISDN connection from my office for internet access. Having to use anything slower than that makes me feel like I'm in the dark ages. The level of performance that I enjoy (and much, much more) will eventually trickle down to the average home user. Content complexity and average connect speed will move up in stages. It will be very much analogous to the way software complexity and PC speeds evolve. So one day there will be a great demand for the kind of network Microsoft is looking to build (and power with their software). And when that day comes, if Microsoft is at the top of the heap, good for them. They were smart. Joe S.