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


To: X-Ray Man who wrote (5047)2/7/1998 12:58:00 PM
From: Mike McFarland  Read Replies (3) | Respond to of 74651
 
The negative sentiment against MSFT does seem
to have picked up in the last few days. MSFT
is an easy target--because they are such a
big target. If you think about the number of
companies that are complaining about MSFT's
practices--I wonder if there is some threshold
beyond which everybody jumps in on the attack,
hyenas massing to bring down the gazzelle so
to speak.

Somebody on the thread in the last ten or 20
posts said they shorted MSFT on friday--it has
certainly had a super run up in the last few
weeks. I had dabbled in the puts before the
run up--but thankfully have been out of that
game this whole time (oh I hate to think how
much the calls would have made me...). Anyway,
I am surprised that people visit this topic
and say that they are interested in MSFT as
an investment. Geeze--wouldn't you all agree
that the investments have already been made?
If you buy Microsoft stock now, ask yourself
what are you doing? You are speculating
that an already huge empire will become the
biggest company on the face of the planet
someday!

When the market capitalization of Microsoft
stock surpasses General Electric I will have
to come back to this thread and say how
wrong I was, how I should have finally
"invested" too.

For now, I am again "putting". Heck, I'd
rather put AOL but the premium on the
MSFT puts is a lot less. I guess everybody
assumes that Microsoft is invincible,
maybe it is. But at least in the short
term the stock is overbought.



To: X-Ray Man who wrote (5047)2/7/1998 9:30:00 PM
From: Gerald Walls  Respond to of 74651
 
Except it's utter bullshit. Otherwise IE couldn't be developed for other platforms.

How many Unix and VMS users are clamoring for IE right now? And with NT displacing Unix in more and more places maybe abandoning other platforms isn't as big a deal as you think...