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


To: Brian Malloy who wrote (13439)12/22/1998 4:36:00 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
Brain, Ed:

Both of you seem to think we msft could hit 600 by Jan 2001 or
increase 4.5x from today in 2 years. I need to know how much of
confidance do you guys have on this target if you were to bet
your own money.

I and a few friends are planning to jointly invest 214,000
into the Jan 2001 strike 170 LEAPs on microsoft The problem
that we have is even if microsoft doubled its EPS to 4.00 from
curent 2.00, in the next 2 years, if the overall market conditions
lead to a 48 PE for MSFT, we won't make any money and if the PE
by that tiem were 43 or so, we will loose all of our principal.
While recognizign that no one can predict the future that well,
please give me your confiedance levels on MSFT trading at following
levels by Jan 2001 option expiration. Conifdance can be 1-100 scale

160
180
200
250
300
600

example: 100 100%
600 1%

thanks
johnd



To: Brian Malloy who wrote (13439)12/22/1998 10:19:00 PM
From: Brian Malloy  Respond to of 74651
 
To all, Bill Gates is being interviewed by Barbara Walters on ABC right now. 1018 PM EST.