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

To: Jim Lamb who wrote (23545)	6/2/1999 3:27:00 PM
From: johnd	Respond to of 74651

I am hoping for stronger than expected Office2000 sales this Q and MSFT CFO to come out in June and tell us that things are looking stronger than expected, asking analysts to increase estimates by few pennies to 38 - 39c+

To: Jim Lamb who wrote (23545)	6/2/1999 3:29:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Jim, I don't know if we will get a summer rally--we should but who knows. I am more confident in Microsoft shares than I am with the market in general---that is why I went margin on MSFT (1st time since March or January--don't remember). I don't think MSFT wants to be labelled a monopolist due to the problems they could encounter in private lawsuits. Why not take the punishment and make it harder for future action---and be better prepared next time. If they can limit the settlement to Windows98, I don't think they will have a problem. I think they are aware that Windows CE and NT (2000) is the future for them anyways---and these are not monopoly products. Settling makes private lawsuits more difficult. BTW--what is "TIA"?