SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: Jill who wrote (16679)2/22/1999 1:24:00 PM
From: Paul Reuben  Read Replies (1) | Respond to of 74651
 
Analysis of DOJ case (positive for MSFT) from Joe Arena's newsletter:

Just wondering; does anybody know if Joe has a brother named Mac?

LOL!!!

:o)



To: Jill who wrote (16679)2/22/1999 2:36:00 PM
From: John F. Dowd  Read Replies (3) | Respond to of 74651
 
DOJ doesn't apply remedies they ask for them and the court decides. All this discussion is just like a bunch of talking heads on TV discussing the outcome of a case that isn't anything but a thinly veiled attempt by MSFT's competitors to rein MSFT in. Where is the harm to the consumer?

If MSFT must make their code public will all the rest of the world's OS purveyors reveal their source codes. We are talking about intellectual property rights here.

JFD



To: Jill who wrote (16679)2/22/1999 8:24:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 74651
 
Thanks for posting the Arena Newsletter, Jill. The recent correction in Mr. Softee's price brings back memories of the roll back last spring. I was lucky enough to add to my holdings at 85 5/8 at the end of May, a vote of confidence which has yielded me a return of 72.6% as of today's close.

In the grip of the emotions of the moment, Microsoft investors should take comfort in Geoffrey Moore's adnomition that, "The market will underestimate the returns that a Gorilla can earn in a tornado market because they are so deviant from the value of market growth in other sectors."

I didn't buy more msft this time, but I have a few handfuls of shiny new call options <g>.

Frank