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

To: Sonki who wrote (15538)	2/5/1999 2:19:00 PM
From: Hal Rubel	Read Replies (1) \| Respond to of 74651

Its not the earnings, its the PE! RE: "i don't think it's cpq/nscp but this..Microsoft admits videotape test was not real to me this has nothing to do with earnings so WHO cares about lies and video tapes? lots of mutual funds are afraid this would drags things for ever ... i have lots of patience. so i would buy the dip." With this reckless crew at the helm, its gonna take more and more earnings just to maintain the share price at current levels. Even that will be harder to do now that management's methods are under objective critique. Just for fun, take a look at postings to this very board from 6-8 months ago. The MS mystique is vanishing and with it goes the PE. How much more of our MSFT prospects are founded on sand? Hal PS: As you may guess, my prejudice is: long on MS, short on Gates.

To: Sonki who wrote (15538)	2/6/1999 6:17:00 PM
From: odd lot	Respond to of 74651

Re: so WHO cares about lies and video tapes? The Judge, the industry, the public, and even stockholders do! Microsoft Fights to Recoup After Courtroom Disaster By JASON FRY and TIMOTHY HANRAHAN THE WALL STREET JOURNAL INTERACTIVE EDITION, February 5, 1999 interactive.wsj.com excerpts: Mr. Boies is very, very good at what he does -- but Microsoft has made him even better. The affair with the videotape was simply mind-boggling: Since the test evidently wasn't rigged, why try to pass off different machines as the same one? Did anybody in Redmond bother reviewing at the videotape before sending it off to Washington? Did it occur to anyone in Redmond that the slightest inconsistency in the tape would be seized upon? If it didn't occur to anybody, why on earth didn't it? What, exactly, does Microsoft think is going on in that courtroom in Washington? Microsoft is a software company that generates so much cash it can't figure out what to do with it all. Apparently it's never occurred to it that in the real world, where antitrust proceedings are taken seriously, companies can exchange money for competent legal help. They can hire lawyers who suggest that the company's chief executive officer won't help himself with a surly deposition in which he can't remember anything about key strategy memos and argues about the definition of "compete." They can hire lawyers who review the writings of the company's own witnesses so they don't get Pearl-Harbored with their own work. And they can hire lawyers who count the icons on the desktop before the other side does. How can the MSFT people in charge of this trial make so many blunders?