How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.49

+1.8%

3:59 PM EST

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To: t2 who wrote (14994)	1/24/1999 8:55:00 AM
From: DownSouth	of 74651

I am hoping for an Intel split. Intel is probably the only other company with control over an industry as MSFT (Intel is still not in MSFT's league). It starting losing some of the dominance but but it recovered. I don't think the market understands how well INTC is recovering from the AMD erosion, nor how small the AMD erosion has been. They hear from AMD and the press that it is "50% of the consumer market". That market is 10% of the total and has very small margins compared to high end client and the entire server markets. Everytime some good news comes out about AMD, INTC price suffers. INTC will crush AMD this year, I believe, the the price will appreciate. top ff with the fact they don't have a "serious" anti-trust suit against them. This is the big unknown right now. I expect one, as AMD gets more desparate.

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