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Technology Stocks : How high will Microsoft fly?
MSFT 476.410.0%10:02 AM EST

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To: Ibexx who wrote (40508)4/2/2000 11:45:00 PM
From: Roger A. Babb  Read Replies (1) of 74651
 
Ibexx, I think some of the recent weakness in CTXS is the expectation that MSFT will slow down new developments and the ASP lead may get divided among web applications as opposed to CTXS/MSFT. CTXS lives at the leading edge of MSFT and thus may suffer more than MSFT. But this is likely already mostly discounted in the big CTXS drop of last week.
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