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

To: Mike McFarland who wrote (57)	1/5/1998 12:06:00 PM
From: Mike McFarland	Respond to of 96

If it becomes neccessary to double down on the puts, Microsoft's earnings are supposed to be announced on the 21st-- with options expiring the 16th (third friday) you would probably want to play with February puts. Oh, and by the way, I am playing with money I made putting in December, I would not use any new money on the idea, as putting seems to be pretty much a crapshoot--to be sure Vegas can be cheaper and more entertaining if you can get the time off work :-)

To: Mike McFarland who wrote (57)	1/5/1998 1:42:00 PM
From: jim shiau	Read Replies (1) \| Respond to of 96

>Microsoft is in a very competitive industry, W95 has already saturated...the number of with PC's is becoming saturated.. Do you know the price of W95 was $89 in 1995, and it still cost $89 today. If the home PC is becoming saturated, you should short INTC, DELL, and CPQ, instead of MSFT. >Unix is surprisingly strong, and I would not minimize the risk of a unix and Java future running on sparc You should ask HWP, SGI, and SUNW that how come they could not make the earning estimate in the last qtr. Do you know the growth rate of Unix workstation is single digit, and the growth rate of NT workstation is 3 digits. By the way, Java will run on the NT ans W95, not on the Unix, because they are cheaper . >News from Netscape today only reaffirms my conviction that MSFT abuses its position, and Judges and Lawyers read the news too. This is an old news to everyone. It already happened to Novel, Word Perfect, Lotus, etc.