How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.52

-2.8%

Dec 10 3:59 PM EST

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To: sandeep who wrote (51046)	10/12/2000 5:37:36 AM
From: JC Jaros	of 74651

...HOGWASH. --- Well, not according to the Justice Dept and the Federal Judge who heard the arguments. --- You don't understand. Software (MS's golden goose) is being devalued rapidly in 'internet time'. Intel is becoming a major Linux backer. --- SUNW is *growing margins while growing EPS in excess of 40%. --- In fact, SUNW is putting pressure on Intel OEM's margins with the Cobalt acquisition and the future carpet bombing of of low cost, robust and easy-interface server appliances. It's a brilliant squeeze (IMO). --- Tune it to the SUNW earnings concall next week. I think you might end up rethinking all of this. -JCJ

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