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Technology Stocks : How high will Microsoft fly?
MSFT 492.07+0.2%12:03 PM EST

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To: John A. Stoops who wrote (36231)1/10/2000 10:54:00 AM
From: Bill Fischofer   of 74651
 
Re: IBM and Linux

No impact on MSFT but I'd be worried if I were COBT or LNUX. IBM along with DELL, CPQ, and HWP are not about to see upstarts sport multi-billion dollar market caps for shipping Linux boxes. Watch for Linux to begin to put added pressure on SUNW's midrange server offerings too.

The AOL-TWX deal should drive the final stake through the heart of the MSFT monopolist argument. Hard to imagine how this new behemoth doesn't provide adequate competition for even the most biased observer.
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