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

To: Paul Fiondella who wrote (4860)	1/30/1998 12:06:00 PM
From: jim shiau	Respond to of 74651

>I'm kind of curious as to whether people on this thread have actually been buying at these prices or merely getting optimistic now that what they own is back at the high? I bought a lot shares recently (from 119 - 145), and will buy more if MSFT can break 151.

To: Paul Fiondella who wrote (4860)	1/30/1998 1:12:00 PM
From: RetiredNow	Respond to of 74651

Paul, I added to my position at 139 7/8. My thoughts were that NT is the revolution that can power this company at 25% growth for the next 5 years. In addition, they've got so much else going on: Teledesic, WebTV, Comcast, to mention a few. I won't sell even if we retreat from here. Who cares about the short term. This stock is a keeper.

To: Paul Fiondella who wrote (4860)	1/30/1998 1:46:00 PM
From: Alan Buckley	Read Replies (2) \| Respond to of 74651

[...and MSFT has created almost no incentive for innovation with regard to their monopoly.] This argument always cracks me up, because the same people then argue that the only reason OS/2, Mac, or Unix don't take off is that all the apps are written for Windows. App developers aren't stupid. They know which system is offering them the best opportunity to cash in on their creativity.

To: Paul Fiondella who wrote (4860)	1/30/1998 7:32:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 74651

I hold MSFT as a 'long term' investment. I haven't had much luck on the 'buy' - 'sell' stuff. I saw an article some time ago that compared buying at the 'low'- selling at the 'high' vs. just riding the market. The 'workers' didn't fair significantly better, and in my timing, I usually miss both the bottom and top. You know like I sell and it goes up another 10, so I get in again and it drops 20 before I can get out. I just watch it now, and I seem to do OK. I did by last July at $139.75 and it hasn't done much until now. I know that it got to $144 and down to $120, but still is is only paper until I sell. As for innovation, I think that the fact that they have been able to get to the position that they enjoy now is pretty good. It is pointless for them to try and develop new technology on a myriad of fronts, when much of the new stuff might not make it! Why spend resources when you can wait to see the best and brightest and by them out? You know that some of the ones that were 'gobbled' up, were willing victims! If I had a product that MSFT wanted to by, and I could either take $2M NOW or $4M by marketing it myself, I'm taking the $2M NOW! It takes a lot to market, and MSFT has a good distribution network. Next, if they really want it, they can ante' up until you colapse! Of course the NEWS is that MSFT 'forced' another out of business. (FORCE ME, FORCE ME - then write to me in the Carribean!) Your thoughts? Ken

To: Paul Fiondella who wrote (4860)	2/3/1998 4:40:00 PM
From: Chris Burklund	Read Replies (1) \| Respond to of 74651

<Are we seeing a buy at the top phenomena by people not already into owning the stock? Or are people really adding to their positions?> The answer I think is both. I just purchased at 154. I see the stock going to 185 within 6 months relative to the 2 for 1 split (mid 90s). For me, I have always owned MSFT for the long term. The up and coming split represents the 5th split of the stock since I began buying it. I have only sold shares once. This December I sold a 1,000 shares at 130 (to buy a private plane for my wife and I to play with). I see no reason why the stock should not reach the 185 level by August even with Asian markets in trouble, the DOJ's idiotic efforts, and Microsoft's internal delays in their product releases. The company just has so much going right for it that it will take something more like a market crash or a major economic crises to knock it off it's track. Chris