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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Martin Atogho who wrote (4370)7/30/1999 1:43:00 AM
From: chaz  Read Replies (1) of 54805
 
Opinion only, but I think MSFT intact or in pieces is here to stay. It's hard for me to see how the pieces could be more nimble, but I suppose they would. Too, some of those pieces might come away with better financial positions than their present piece competitors, so in that sense, they would inherit catbird seats. The other question is how the brainpower would be distributed, and would the culture remain intact. Probably so me thinks, because there would be more opportunities for more people to retire young.

I'm in MSFT, because no matter which way it goes I can only see up.
This is the one company in which I have ABSOLUTE confidence.
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