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Technology Stocks : Microsoft - When to short -- Ignore unavailable to you. Want to Upgrade?

To: Sowbug who wrote (12)	12/10/1997 9:36:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 96

I have not given it too much thought, but I would guess a huge organization such as Megasoft has got to have some terrific accountants who can do pretty clever things to earnings, keeping them stable quarter to quarter and near estimates. The question is, in this market, with historically high valuations, with the Asian mess at its worst now, and with currencies in trouble, gold in trouble etc etc...what is real quality. Not the highest flier of all I think! Maybe safety is in cash...thats where I fell pretty comfortable. Thats where fund managers will wish they were to a greater degree a couple months from now. ("this time it's different) yeah right.