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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%Nov 28 9:30 AM EST

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To: Ibexx who wrote (1614)6/17/1997 1:44:00 PM
From: mxyztplk   of 74651
 
Ibexx,

It usually only dawns on analysts after the fact that Microsoft's incursion into market segments such as this one usually has some combination of the following effects:

- reducing competitor's unit prices and profit margins

- increasing competitor's R&D requirements to stay competitive

- reducing competitor's growth rates

- increasing the commoditization of the applications base

- increasing the pressure for common hardware platforms

It will be interesting to see the effects of the new version of NT. I would not want to be a strategic planner at Sun over the next few years.

Best regards,

Arno
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