3 replies to this topic

[dowdeva]

OGM, Great call, very astute. If GOOG earnings are good, might beat high of the year on Friday. Went long the $30 call this morning on that thought anyway. I have made some money also on other recommendations of yours. Good luck to you, Deva Ps: Got stopped out of BIDU

[ogm]

thanks, dowdeva. I'm very bullish on MSFT. Nice chart. Big bull flag on weekly charts. I think it will take out the 52 week highs and then some. Its not just PC market. Though its a big part of it. No matter who makes PC's MSFT sells vista upgrade. Big upgrade cycle. But also... Christmas play. Halo 3 sales say that they will sell a lot of X-Boxes during holiday's season. Also next year they are rolling out competitor to VMWare. A lot of good things are happenings there. MSFT has huge cash flow, they aren't dependant on credit markets. Will probably announce buybacks. Very liquid stock. Ideal conservative play for big money. Up up and away.

[MacRo]

I think MSFT has a good shot at 32.5 this year. Personally don't see much upside beyond that, technically or fundamentally.

Remember, MSFT may not have credit market liabilities from a financing standpoint, but consider their customer base. They are still hugely dependent on other companies' levels of CapEx (which is heavily dependent on that companies own balance sheet liquidity and ability to tap short-term financing), as well as our lovably levered American consumer and his/her credit cards...

[dowdeva]

Macro, Great chart, very informative channel. As it turns out I didn't get filled - made a mistake on symbol - which was as well as stock looks to consolidate a little lower. Will try again today, or even better, tomorrow before goog earnings. One of those lucky mistakes. Looking for a low on 60 min stochs and also, see if Airedale's revised cycle low is in. Deva

Edited by dowdeva, 17 October 2007 - 12:30 PM.