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

To: Jean M. Gauthier who wrote (14985)	1/23/1999 9:55:00 AM
From: Xenogenetic	Read Replies (3) \| Respond to of 74651

MSFT buyout of YHOO rumor. Taken from BusinessWeek 1/20: If Yahoo, the co-holder with AOL of the content crown, has a weakness, it's that it has no distribution capability. And it may have grown too big to partner with an infrastructure company. "No firm can buy Yahoo," says Dataquest's O'Neill. "That means that they could only have a merger of equals. But right now, Yahoo has no equals." Unless you count Microsoft, of course. The market currently values it at $388 billion, which would make it one of the few companies big enough to swallow Yahoo. Reports that both Microsoft and Yahoo were jilted bidders for Excite have led to speculation that those two may now join forces as a mega-Internet company. Such a merger would allow Microsoft to eventually split up its operating system and applications software businesses -- which it might be required to do if it loses its court battle with the Justice Dept. -- and focus on providing Internet content. But for now, anyway, it's only a rumor. This seems like a long shot to me. I would think that the DOJ would not allow such a deal to take place. But, who knows?

To: Jean M. Gauthier who wrote (14985)	1/23/1999 5:54:00 PM
From: Lee Martin	Read Replies (2) \| Respond to of 74651

Thanks Jean, it's nice to know someone out there shares my pain. :^) When I throw the kitchen sink at a stock my inlaws always want to know how high I think it will go and when I am going to sell. I always tell them I haven't a clue and just hope I got the direction right. I always get caught with my pants down when the market corrects. That's why I went from AOL to EMC and MSFT when the internets started correcting. What worries me now is that INTC,MSFT,LU and IBM are all down after earnings along with the market. Will the earnings from EMC,CPQ,AOL and NOK.A turn this trend around or will they sell off too? I'm hoping that all that liquidity everybody says is out there comes back into the market next week as I think we are due for a rally. Hopefully a lot of the "nervous" $$ that came out of the NASDAQ will get redirected toward good ol' safe MSFT after the blowout #'s. But if the remaining bellwhethers beat est. and then get taken out and shot then the market is in trouble. Regards,Lee