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

To: Jean M. Gauthier who wrote (13469)	12/23/1998 11:06:00 AM
From: t2	Read Replies (2) \| Respond to of 74651

I have been investing in MSFT (and call options), AOL, INTEL, DELL, Walmart, and Tommy Hilfiger (I have unloaded TOM only because it is not a large cap - the same reason I have not bought Canadian stocks lately). At the present, I am very focussed on MSFT. I think some analyst is going to come out early January and upgrade or raise earnings estimates - and I base this partly on the internet phenomena and partly due to the weakening DOJ case. Not too many analysts have recomendations on internet stocks and my guess that raising MSFT's target price will be their way of giving the thumbs up to the internet. Another angle could be that due to the internet, some analysts that don't like high PEs(and have the stock at a buy or lower) would be willing to recommend MSFT without worrying about its PE.