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To: Joanna Tsang who wrote (1931)1/29/1998 3:10:00 AM
From: AlienTech  Respond to of 6021
 
>>MSFT! someone talk me out of it<<

Hmmm I remember telling someone not to buy it at 120 a few weeks ago. Its a good thing she didnt listen to me. Not that I dont think msft is a good investment no matter what but I didnt think buying calls in a down market was very smart but with the 5k she spent, she made out like a bandit.. worth what 25k now?



To: Joanna Tsang who wrote (1931)1/30/1998 12:33:00 AM
From: Chuzzlewit  Respond to of 6021
 
** OFF TOPIC **
Joanna, I cannot tell a lie -- it was me who warned you off KO. But here's an interesting alternative to MSFT: PSFT! the p/e is high (some might say astronomical), but the company turns in one blow-out quarter after another. Take a look at it and look at Value-Line's write-up.

I think MSFT is over-priced, and I believe that the next incarnation of Windows won't sell very well. MSFT could be an interesting value play if it gets broken up like T did. But I don't think that the DOJ is looking to break up MSFT. If it were, I'd be in there in a heartbeat.

Regards,

Paul



To: Joanna Tsang who wrote (1931)1/30/1998 3:27:00 AM
From: Wigglesworth  Read Replies (1) | Respond to of 6021
 
<<Please, someone talk me out of it [MSFT].>>
To date, no long-term investor in Microsoft loses money buying MSFT. It's very likely that you will be able to pay considerably less for the stock if you can time well.
My portfolio is 40% MSFT and I never have to waste time reading the SI Microsoft threads.
Pity me, though. It used to be 100% MSFT, until I diversified. Or as Peter Lynch says: "diworsified".