Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Pierre-X who wrote (578)	7/16/1998 5:41:00 PM
From: LK2	Read Replies (1) \| Respond to of 2025

RE: shorting MSFT versus shorting IBM. PX, you're using hindsight when you compare MSFT and IBM. You're saying IBM was a good short, so now MSFT could be a good short. But what you are leaving out is: hindsight showed when to short IBM. If you were early, you could have lost a fortune (on IBM). Hindsight will also show when to short MSFT. Regards, Larry PS: In the meantime, there are probably much better stocks to use for going short. And, if you don't like the valuation of MSFT, you can find other stocks to go long.

To: Pierre-X who wrote (578)	7/16/1998 5:49:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

PX, <<Do you believe that any of the negative factors I listed are incorrect or flawed? Can you bring to bear any significant factors that I've missed?>> Nope, tend to agree with you. Would suggest waiting for new NT release as I infer Microsoft has very many eggs in that basket compared to the Win98 basket. Also, as Larry points out, market psychology may be more in control of MSFT then pure fundamentals. You want to prove you have 3 very large brass balls hangin, then short MSFT, CSCO, GE, KO, DELL. Come to think of it, might as well short the market. Regards, Yogi