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

To: ed who wrote (8970)	7/6/1998 1:32:00 PM
From: Bearded One	Respond to of 74651

Looking at the interest rate, the budget deficit, the leading position of high tech of the US companies, the future penetration of PCs in regular families worldwide. I do not see the bull to be over anytime soon!!!!! This is just a start of the big cycle of bull!!! I agree with the last sentence in this paragraph.

To: ed who wrote (8970)	7/6/1998 1:53:00 PM
From: Paul Shread	Read Replies (1) \| Respond to of 74651

ed, If MSFT misses earnings estimates by 4 cents, this stock -- and market -- is in a lot of trouble. And I am long MSFT and fully invested in this market -- this is not a short talking. As this stock has moved up 20 points in the last couple of weeks, there are some pretty positive expectations built into the stock price. An un-pre-announced earnings miss by MSFT would be devastating to this market. Just my opinion, but a fairly logical one. (I frankly think the "whisper number" is wrong, or analysts wouldn't be raising their numbers. There is no way MSFT would be leading analysts to higher numbers and coming in with lower. Maffei and company are too conservative -- and smart -- for that.) Paul