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

To: t2 who wrote (13859)	1/5/1999 7:50:00 PM
From: J. P.	Respond to of 74651

<<Earnings will be released 2 trading days after the expiration of the options. I was hoping for only 1 day.>> I'm looking at my desk calender: January 18, that Monday, is Martin Luther King day - is that a market holiday? I doubt it... Well, you have to have serious cajones to hold options all the way to expiration, the risks are extreme, but if MSFT ramps, you will make a bundle. However if MSFT turns south, you will lose money so fast it'll make your knees buckle and your eyes pop out. I took the safe play and rolled up, and left thousands on the table by doing so. But I know now with February options I can make it back easily and without the stress. Plus, if Microsoft blows out their whisper number and announces a split, Dios Mio, this stock will run twenty points. I definitly want my lotto tickets if that happens.

To: t2 who wrote (13859)	1/5/1999 7:55:00 PM
From: Catcher	Respond to of 74651

T2000, msft IS a mutual fund..."Right now we're 13 billion in cash with ownership positions in around 200 companies, our own corporate efforts are concentrated in tel com, internet and , oh yeah, software". not sure they are as well diversified as a tech sector fund but probably more stable over 3 year time frame...given dominant positions

To: t2 who wrote (13859)	1/5/1999 8:43:00 PM
From: bsl113	Read Replies (1) \| Respond to of 74651

Tech2000, I enjoyed reading some of your thoughts regarding MSFT and investor/public perception. I think that although there appears to be a correlation between public patronage and their support toward investing in such companies through mutual funds, it is really people (investors) giving support to good companies with good products that have a large market share because they are good, and most of all, these companies BRING HOME THE BACON i.e. Strong Earnings. You are correct though about people supporting companies they own. There have been times recently when I have needed to buy something and I thought to myself, "oh I'll buy from the company I have ownership in". You know there is a problem when you stop a think, "No, there competitors product product is better and cheaper". Microsoft's problem is that they are to good at giving "most" of the people what they want. I say most because I know there are a lot of IT people that will say no this product is better or it always crashes. The fact is, companies buy what works and the company that provides it makes all the money. These are just simple thoughts but I think that is market share philosophy in a nut shell. Microsoft is focusing its energy in the right direction... Bryan Microsoft Corp (MSFT) Lehman Brothers analyst Michael Stanek raised his 12-month price target on MICROSOFT CORP to $185 from $140, and reiterated his buy recommendation on the software giant. Stanek wrote in a research note: "We are looking for slight upside to our estimates of $4.3 bln in revenue and earnings of $0.59 per share." Says: "Office should be up sequentially following down 1Q. Sales of Windows 98 should be strong aided by seasonally strong retail quarter and sub-$1000 PCs. NT Server/NT Workstation should continue to outperform." Stanek expects the European and Asian markets, particularly Japan, to rebound. PC shipments in Japan are expected to increase 5% (7.2 mln units) in the fiscal year ending March -- the first annual growth in three years. (Reuters 10:29 AM ET 01/05/99) For the full text story, see full story