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

To: Sonki who wrote (14759)	1/19/1999 9:05:00 PM
From: Dan Spillane	Respond to of 74651

That is ridiculous. Why would the stock in June 99 carry a 71-72 P/E with the Y2K freeze and actual Y2K looming right after? Get it in your head...there are three things: 1) Y2K spending spike...already in, has boosted this quarters results. 2) Y2K spending slowdown...possibly just entered according to MS CFO. 3) Y2K spending freeze (actually, all IS spending)...bad second half, dead calendar 4Q 1999. THEN there is Y2K itself to worry about. You said: Stock in june 99 should be at 71-72pe as you have noted time and again that is when you begin feeling uncomfortable.

To: Sonki who wrote (14759)	1/19/1999 11:17:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 74651

Sonki, Don't waste your breath. These people have been given the answers time in and time out, they have seen links to articles and read analysis from people that have owned this company for a long time and understand it. Yet they either don't or can't get it. They don't know what they own and are doomed to fear, selling at the wrong time and mediocrity when it comes to MSFT. Unless they can come to grips with their uncertainty they will always be caught in this self imposed rat trap. It was a great day for MSFT and exceeded what I believed would be a blow out. In any case I'll pick up a tidy 100%+ profit for about 24 hours of work tomorrow when I cash in the options. There will be blood in the streets tomorrow - we have the shorts by the stack and swivel. Regards, Brian