Hahaha, great pic, Lux.
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Originally Posted by KTP
Do any of you think the strong Apple earnings will have a positive effect on Microsoft stock tommorow or anytime this week before their earnings call?
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In my personal opinion, Apple does not have an effect on Microsoft's stock performance. If you will pardon the pun, I believe they are in many ways, comparing apples to oranges.
Of course, general optimism in the tech sector can always have an effect on any tech stocks, but I don't think that specifically translates to a Apple/Microsoft correlation.
Also, I highly advise against trying to time the market to quarterly earnings. Seriously. I've been burned one too many times on that. It always looks easy until you try it, and you realize that you're wading into waves being deliberately rocked around by Big Money, and it's very easy to get caught on the wrong end of the wave.
Finally, I am extremely optimistic of Windows 7's future prospects. Enough that I had seriously considered buying in myself. However, I also believe that buying in now would only be a buying at "fair value". Which is OK if you plan on holding in a dividend strategy. Growth strategy? Not so much....
The reason is that I hear only 60% of all major clients that Microsoft work with are buying Window 7 to upgrade their infrastructure. However, while Windows 7's adoption may not turn out to be explosive, it will eventually come to dominate the PC landscape again. It will. Mark my words. It may not look like it on the surface, but there's nothing out there quite like this.
In other words, I believe MSFT is best as a buy-and-hold. Think 2 to 3 years in order to fully realize this trade.
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I need to unload 1000 shares in order to buy some municipal bonds but I am unsure if I should do it before earnings, after earnings, before Win 7 release, or after Win 7 release... 
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Again, my recommendation is to shift your asset allocation in a way that will work best for YOU, regardless of market performance. Hopefully, MSFT has already made a decent gain for you and you'll already be locking in a tidy profit.