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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

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To: cheryl williamson who wrote (8810)7/2/1998 11:56:00 AM
From: rudedog   of 74651
 
Cheryl -
Even MSFT's OWN CFO has stated that NT will gain acceptance in corporate computing "very slowly and gradually...". They don't plan on any big revenue from it right away.
As I said in another post to you today, there is a big difference between the positioning of NT5 in the high end, and the revenue potential. I think they do indeed plan on big revenue from NT5, and I think they have a good chance of achieving that plan. Look at the numbers of corporate desktops running various flavors of Windows in today's market. Given that NTW more than doubles the MSFT revenue for each of those seats, it is pretty easy to project some big $$$ from NT5, even if everything you say about high-end enterprise penetration is true.
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