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


To: ToySoldier who wrote (17217)3/4/1999 5:20:00 PM
From: t2  Read Replies (1) | Respond to of 74651
 
Toy, I don't mean to brag but while you had been wasting your time and energy being anti-MSFT, I was busy buying and profiting from way out of the money call options leading into earnings--all last year.

Even if you had spent $2000 last April or July (I am not sure which month it was)--could have bought options at 1/8 per share and sold for over $10. How much would you have profitted on Microsoft?

$180,000

You know it could have been more if lets say you spent maybe about $10,000.
Too bad---you wasted all your time. Maybe this quarter might give you a good opportunity to buy a "lottery ticket"--leading into the split or earnings. Will it be a winning ticket---who knows!!Better to spend your lottery money on MSFT than a Casino in my opinion. You know the industry and how MSFT has made it. You should have known better my friend. I only have loyalty to MSFT because I made money in it. Period.
Just my opinion of course and I am not recommending you buy options. Even in stock people have made a lot of money. Of course I am not recommending you buy Microsoft stock but am just telling you that if you had---you would have made a lot of moooola!!

This last month was my worst for Investment in MSFT options but March is going to be much different. I can sense it. Just have one more hurdle tomorrow.

LOL



To: ToySoldier who wrote (17217)3/5/1999 9:30:00 AM
From: Bearded One  Read Replies (1) | Respond to of 74651
 
Today's New York Times has a most interesting article on Microsoft's new attempt to enter the e-commerce world. Here are all the quotes from non-Microsoft people in the article:

"They're definitely late; it's a me-too strategy compared to companies like Yahoo and America Online," said Michael Putnam, a business and technology analyst at Forrester Research Inc...

"I don't think Biztalk is a good thing," [Putnam] said. "Standards are critical for the growth of Internet commerce, but this is like General Motors making the traffic rules."

"If they're not using industry standard XML, they're out of luck," said Kimball Brown, a computer industry analyst at Dataquest, a San Jose, Calif., market research firm. "Microsoft is going to have to play by industry rules."


My question to the peanut gallery: One year ago, would any of you imagined that analysts would talk this way about a Microsoft strategic venture? What happened to the "this could spell the end of Company X" or "there will be a standards battle, but Microsoft obviously has the advantage"?

The game is over, guys, it's just that most of you don't realize it. Microsoft may earn 5 billion a year, but it's not going to take over the world. And if it doesn't learn to adapt, it will not gain new revenue sources.

Oh, and 5 billion a year is worth closer to 100 billion than 400.