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

To: LindyBill who wrote (15713)	2/9/1999 4:15:00 PM
From: Srini	Read Replies (3) \| Respond to of 74651

Re: "Remember, you could really get killed, short term, if the DOJ wins. The market would "panic" and go down." Isn't DOJ's victory a foregone conclusion? Do you agree that only a miracle could sway Judge Jackson's opinion in MSFT's favor at this late juncture, his well known prejudice notwithstanding. Do you really think that the majority of investors are pricing MSFT based on a court victory in this round, and that too as a sure thing, so much so, a defeat would cause a 'panic'.

To: LindyBill who wrote (15713)	2/9/1999 5:40:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

It's my biggest position T2, but only 30%. Remember, you could really get killed, short term, if the DOJ wins. The market would "panic" and go down. If the DOJ wins, I don't see a drop in the price. I think a loss is already factored in. People are expecting an appeal from MSFT to appeals court which is friendlier to MSFT (based upon Windows95 rulings). In any case, the decision probably won't come earlier than this summer. Remember what happened when AOL/netscape merger was announced. The stock was down in Europe and down at the open the following day---bought at the open. In my opinion a loss at this level is already factored in to the price. When the decision comes out, the stock should move up ("rumor vs. news" reasoning in some ways)