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

To: johnd who wrote (14851)	1/20/1999 2:40:00 PM
From: odd lot	Respond to of 74651

Re: Selling Microsoft I bled off a few hundred shares today to grab some profits from the recent runup. As most of you know, MSFT tends to run up quickly and then drift for a while. Unless a split is announced, I think we've seen the big gains already for the near term. JMHO

To: johnd who wrote (14851)	1/20/1999 3:25:00 PM
From: Alan Buckley	Read Replies (1) \| Respond to of 74651

WSJ: Microsoft's Profit Surges 75% Amid Strong Demand for PCs interactive.wsj.com "Analysts gasped at Microsoft's latest performance. "That was an amazing quarter," said Rick Sherlund, a Goldman Sachs analyst. Added Michael Kwatinetz, of Credit Suisse First Boston: "Unbelievable. The earnings momentum is very strong." He predicted that two major new products, the Office 2000 suite of desktop applications and the Windows 2000 operating system for more powerful computers would fuel Microsoft's growth anew starting in about two more quarters. Longer term, he believes Microsoft will grab huge shares of the markets for non-PC digital devices and for Internet services. Microsoft's chances of maintaining at least a 25% growth in per-share earnings over the next four to five years are "nine on a scale of 10," Mr. Kwatinetz said. If that happens, and Microsoft's stock price maintains its present multiple of about 75 times earnings, the company has a chance of obtaining a market capitalization of more than $1 trillion by 2003."

To: johnd who wrote (14851)	1/21/1999 12:33:00 AM
From: ed	Respond to of 74651

Hi Johnd, Based on your imagination, with earning of $.73, what should be the price of MSFT. From your wild imagination, what will make Microsoft crash, and drop down to what price ? $100 ? $110?

To: johnd who wrote (14851)	1/21/1999 12:15:00 PM
From: johnd	Read Replies (2) \| Respond to of 74651

Hey folks, even though I missed the opportunity of the last 10 point run, I am doing quite great. It is plain cash. A little boring. What the heck. It is just that I had 90% of all of my networth in one stock. Wouldn't you be conservative if you had the same situation? I could be upset about the opportunity loss. But life could be a lot worse. I will be back in when the time is right. I too expect 200 easily by 12 months. I am reworking my positions and accounts. Will get back slowly during the next 1 -2 months. I am strong follower of Buy and Hold. But I had no diversification and too much exposure to one stock. It is my hard earned money remember. It is not meant for gambling. When I feel the risk is high, I need to reposition. No one can do 200% a year every year for 20 years by investing in stocks. I love MSFT for long term. I do see the stock coming down in the short term. Sorry but that is the way I see it. Being in cash, I am all smiles. johnd