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 : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (26751)	12/31/1998 1:42:00 PM
From: Michael Ohlendorf	Read Replies (1) \| Respond to of 45548

What do you guys think about MSFT ? It was looking weak the last couple of days. However, I think their earnings will be very solid given the last good reports from other leading tech companies. The P/E supports a run to at least 150 prior to earnings. That is also what happened the last times before they reported. The report will then bring the P/E back to its "normal" range again. There is also the possibility of a split announcement. Although I this is more likely for the next quarter. If the market remains stable the first January week a run up is inevitable in my opinion. I am currently looking at some February calls. INTC in contrast can not go any further than $ 120-125 even before earnings. As far as I know it has never traded at such a high P/E. Any thoughts here ?

To: Jerry Olson who wrote (26751)	12/31/1998 1:56:00 PM
From: Michael Ohlendorf	Read Replies (2) \| Respond to of 45548

Jerry, are you a customer of DBCC ? I must say a huge mover since October. Have you been in there since then ? Concrats if this is the case ! The stock did not move for 2 years and now this ! I followed it at the beginning but soon lost interest. Here in Germany most of the guys with the quick fingers use Tenfore or Winbis for real time quotes over cable or satellite. I think DBC has no considerable market share here. They once mailed me some info materials but in comparison to the German competitors they are more expensive and you need a bigger dish to receive them. Never heard of MPH. Seems to be a very thinly traded stock however doing very well too since July. Aren't you in the horse/car racing business ?