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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: Robert Graham who wrote (4499)12/25/1997 6:22:00 PM
From: Dimitry A. Semenov  Read Replies (1) of 74651
 
I agree that MSFT went too far, they also have a bad PR problem. However it is not in anybody's interest to trash them:
- Gov. does not want to harm the premier company, it will all probably end with MSFT attaching some kind of message that user has a choice in what kind of browser he/she wants to install.
- MSFT probably does not want to revamp Win98 code (worst outcome of the case for them), but even so Win98 is insignificant. It is the last Windows version targeted toward home users. NT is MSFT future vehicle.
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- Money manager won't trash MSFT because it will take so many of their other holdings. Besides MSFT has the ability to meet earnings every time with their reserves and conservative accounting.
Just my opinion, I actually trade SUNW all the time but as long term hold would prefer MSFT.
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