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Technology Stocks : How high will Microsoft fly?
MSFT 477.74-2.5%3:59 PM EST
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To: PMS Witch who wrote (29366)9/10/1999 11:35:00 AM
From: jkb  Read Replies (1) of 74651
 
General opinion on why I am bullish on MSFT for the intermediate term. There is perception on the street that Linux servers and StarOffice are a true threats to MSFT - and that may be somewhat of the case on web/ftp Linux servers on the public Internet (today) - but definitely not the case on corporate desktop and backoffice servers - where there is indeed perception that Linux and other players have opportunity to beat MSFT. That will not happen - MSFT will continue to win in that prime space. And I would be willing to venture that once Win 2K is released code - that it will have a good opportunity of being the new going forward standard for web/ftp servers on the public Internet - especially true since Win 2K looks solid from the performance/reliability/security perspective.

Meanwhile - all this perceived competition from Linux and others (including Sun StarOffice) is great for the litigation against MSFT. I would bet that lawyers for MSFT are using this 'new' competition - as strong evidence of 'look at all this new competition' - for their defense trial. I would be willing to venture that MSFT will indeed be acquitted of all major litigation charges.

All this bodes well for MSFT - and I would assume that would mean real good things for MSFT investors in the intermediate and long term. Anybody who is fully out of this stock right now is under significant opportunity cost risk.
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