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


To: Moominoid who wrote (6415)5/3/1998 11:23:00 PM
From: larry  Read Replies (1) | Respond to of 74651
 
Dave,

Glad that you are also making $$ shorting MSFT. MSFT is the issue which most of the Street bears avoid. It's not secret that MSFT generates a good portion of its unrecognized revenues by selling naked puts against MSFT.

However, this is the only blue chip that is more than willing to hide more than 40% of its revenues (check out the growth rate of its unrecognized revenues, it's amazing!). If not for the DOJ and MSFT has to maintain low key, it can easily blow out quarters whenever Bill Gates want to, and in a big way. And it's not far fetched to say that MSFT stock can simply double over its current price.

If you have made some good money by shorting MSFT, good luck. Just don't stay there for too long until papa Bill decides to screw you up.:)

good luck,
larry!