How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.48

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Jan 6 3:59 PM EST

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To: DownSouth who wrote (9733)	7/28/1998 11:04:00 AM
From: Mike Milde	of 74651

<< Suddenly the margins for the Unix versions = the margins for the NT versions. That indicates that the demand for Unix versions is/has decreased, so prices much be lowered. It also means that the R&D spent for Unix versions is suddenly not so profitable, especially as volumes decrease. >> Why does that indicate demand has decreased? Why do you assume from this that volumes will decrease (as prices decrease)? This makes no sense. It's like saying that because Intel is constantly dropping prices on its CPUs that demand, profits, and volumes will decrease. I think you have a conclusion that you want to believe and you are looking for a way to make it seem logical to yourself. Mike

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