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

To: Moominoid who wrote (6451)	5/4/1998 1:13:00 AM
From: larry	Respond to of 74651

David, I think it's a safe bet that about 2 billion of the unrecognized revenues come from selling puts against MSFT. This is much more than just a rumor. Well, anyway. I rarely short stocks and has never and will never short MSFT. I currently long MSFT and will add more position soon if it dips more. This issue is gonna go up to 120 in less than 3 months, thanks to the help of DOJ and state AG. The worst that can happen down the road is that the DOJ force MSFT to deregulate or spin off some of its divisions, well, then we will end up of owning more shares of mini-MSFT. I am very happy with my mid-triple digit gains yearly, and MSFT is playing a good part in it. good luck and happy trading, larry!

To: Moominoid who wrote (6451)	5/4/1998 1:28:00 AM
From: larry	Read Replies (1) \| Respond to of 74651

David, This has nothing to do with MSFT. Just want to add that if you remember my call on YURI (up 20% within 3 sessions), IDTC --my little DELL (up 25% in 4 sessions), and DELL (up 10+% in 4 sessions)...I will give you one more tip: FRX. Great earning report (on May 5th) and several more drugs in line to get greenlight from FDA is gonna push this issue to 50 soon. Well, I am more than amused that you are picking up such a great time to short DELL. This issue is targeting 90-100 one week after they report earnings. Bearons article might push DELL back a bit, which should be a great chance for shorters to cover, BUT expect it resumes rally soon. Maybe as early as Monday afternoon or Tuesday. good luck, larry!