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


To: Columbo who wrote (4006)11/13/1997 8:01:00 AM
From: jim shiau  Respond to of 74651
 
>You are right. Something is keeping the stock up.

I think it is MSFT. As I know, the CFO has said in the last earning conference call that MSFT bought back 2m shares in the last qtr which mean the price they paid must be above 130. Another, MSFT sold 10000 120@PUT contracts every month. If they don't get the shares, they will move the strike price up. If you are an option player on MSFT, you will notice that the 10000 PUT contracts volume showed up very often. If MSFT doesn't think itself is overvalue, why should investors think so.

Jim S.



To: Columbo who wrote (4006)11/13/1997 10:23:00 AM
From: Brian Malloy  Respond to of 74651
 
Thought you might enjoy a couple of doses of reality.
As you will see, MSFT is working hard to make Java the best that it can be. I think it was very honorable for SUNW to finally come forward and admit that they have not been doing benchmarking appropriately.

Sun Caught Cheating on Public Benchmark Pendragon Software Corp., maker of the CaffeineMark benchmark test for Java, says Sun Microsystems modified its {Java } compiler to artificially inflate its test scores. The company then issued claims that its Solaris 2.6 operating system achieved 50% better Java performance than Windows NT. So far, Sun's response has been little more than a shrug and a "yeah, so what?" the company that wants to be trusted and certified as a standards body for Java. Now do you understand why Jesse says Sun CEO Scott McNealy frosts his shorts?

Bottom line the article says "In the same release that alleges misrepresentation of the test results, Pendragon said the fastest Java performance is on a Windows NT system running 300MHz Pentium II processors."

Now for the apology
Sun apologizes for cheating
Deborah Gage, Smart Reseller
November 11, 1997 10:28 AM PST
ZDNN

zdnet.com

Regards and as you like to say Think!
Brian



To: Columbo who wrote (4006)11/13/1997 11:20:00 PM
From: MR. PANAMA (I am a PLAYER)  Respond to of 74651
 
Columbo....if you do not like it short it big guy....if you like it buy it...that is what this game is about...long term shorts have done very well (for their bankers who keep loaning them $$$$$$ for margin) hahahahahaha ahahahaha