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

To: PMS Witch who wrote (8178)	5/30/1998 10:45:00 AM
From: Scotsman	Respond to of 74651

I think its going to sit in this area and be choppy for a while until the DOJ suit clears up some. Than I will probably buy a lot as it is a no-lose situation. The question in my mind concerns Netscape and SUNW. If the DOJ and its cohorts settle with MSFT( which is very possible, especially if MSFT starts to get bad press from this trial and public opinion starts to turn against them),I would have to think that this will include an opening to Netscape on the computers sold preloaded, which would be a mini boon to Netscape, although Netscape has moved away from this arena somewhat. The larger question would be to SUNW. SUNS's arguement against MSFT, and the basis of both their fear and lawsuit, is that MSFT is attempting to steal JAVA. There could be some logic in this from their point of view. If MSFT continues to change SUNW JAVA to MSFT JAVA, than all they have to do is announce Windows 2000 does not support SUNW JAVA, and thats all she wrote for SUNW. So the question I have is will the DOJ force an opening for SUNW in MSFT OS? This would be a big boon for SUNW.

To: PMS Witch who wrote (8178)	5/30/1998 11:08:00 AM
From: Arnold Layne	Read Replies (1) \| Respond to of 74651

<<MSFT will trade between $80 and $160 on December 31 1999. I'll let someone else guess how many splits we'll see by then. PW.>> I guess I should have clarified by question by saying How much do you think MSFT will be trading at on December 31, 1999 without adjustment for any future splits. Obviously you think there is only a 5 point downside, so that tells me a lot anyway. I'm thinking of adding to my position, but I'm trying to guess the bottom right now. One thing I find interesting is that MSFT was trading at a split adjusted $70 about 11 months ago if I'm not mistaken. When was the last time you could buy MSFT for only 20% more than it was almost a year ago? Even if the next 3 quarters were flat with the last one (which won't happen)it would have a pe of 42. ARNOLD