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

To: LindyBill who wrote (15378)	2/2/1999 4:22:00 AM
From: Martin Rasch	Respond to of 74651

here the strategy of another nobrainer: Bailed out of DELL yesterday (more than 14 points in two days should be enough) will stay away from it until 12th to decide then about re-entry (two weeks lacking news can easily lead to profit taking) Will dump big part of my CSCO holdings tomorrow to raise cash (same reason). Holding all of my MSFT and will buy more on dips. M

To: LindyBill who wrote (15378)	2/2/1999 6:22:00 AM
From: DownSouth	Respond to of 74651

LindyBill, your plan is also called "flying by the seat of your pants", as there are no instruments to guide you. I guess if I had the guts to do what you propose, I would sell some AOL and buy Dell, leaving MSFT alone.

To: LindyBill who wrote (15378)	2/2/1999 7:45:00 AM
From: t2	Respond to of 74651

LindyBill, I don't think Dell sustain this kind of stock price if it is going to only sell PCs. With a PE above 100---it is risky. I sold half of my options position in DELL and one third of my options in Cisco (still holding a lot of CSCO shares). Dell seems scary for me--don't know when the big funds will start taking profits, today, tomorrow or the last week leading up to earnings. Normally Dell goes up in the last week, this time I think the opposite might happen. WHY? Because of the last earnings release in November. IBM getting Dell to build PCs rumor would sure help the stock especially if it materializes. I am sure IBM just does not want to exit and hand everything over to DELL. They probably want Dell to push IBM software in return---of this you can be certain. Unless the IBM story is true and Dell also has other big internet plans, the stock is going to take a hit IMHO. I used to go into Dell earnings at 100% Dell in the past 3 quarters. I plan to go into Dell earnings at 0% this time. Planning on unloading my options soon---but I might get into the shares soon just to capitalize on volatility---something like day trading. Cisco is another story, I plan to go into earnings with just stock but no options. I have a big stock holding in Cisco anyways. If you plan to take a leap, just know when to get out. I don't think the last couple of days leading to earnings are going to be pleasant (unlike the way they used to be). Just my opinions of course. Best of Luck. BTW--I am not selling MSFT and plan to purchase some more Intel shares as soon as that Gateway and AMD rumor is put to rest or comes to fruition. MSFT leading up to earnings should have a great run especially when it splits. The percentage gains should be huge. I just don't know about AOL--I have never made much money on it. I might take this a sign to get out of it or to sell calls on AOL to protect against a downturn.

To: LindyBill who wrote (15378)	2/2/1999 7:53:00 AM
From: t2	Read Replies (1) \| Respond to of 74651

LindyBill, I asked a question on the Dell thread a few weeks ago about where they felt the stock will be at earnings in a bad market, a good market, or a great market. I remember the answer I got for a great market was approximately 100. It is well past that. The answer for a good market was about 90. My fear about riding this stock up to earnings is that I don't know when the sellers will come in. In the past, you knew there would be a steady run up. It is the uncertainty that makes me stay away. Of course, this stock might just keep going. I might regret not buying. Who knows.

To: LindyBill who wrote (15378)	2/2/1999 9:01:00 AM
From: t2	Read Replies (2) \| Respond to of 74651

LindyBill, You missed out on Dell. I just missed out on what I had planned last week (i posted about buying Rogers Cable stock last week). Guess what Goldman upgrades it. Also notice how they state that cable has won! biz.yahoo.com