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Technology Stocks : Microsoft - When to short
MSFT 517.81-1.5%Oct 31 9:30 AM EDT
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To: Mike McFarland who wrote (70)1/25/1998 10:11:00 AM
From: K. M. Strickler  Read Replies (2) of 96
 
I thought that Bill Gates was on the news announcing that MSFT would be involved in the desk top units. I have seen Windows CE advertized for the palmtops, so it will be interesting as to what happens.

I can't help but agree with you on not knowing where MSFT will stop. I agree with your analogy on the size of the software 'base'. I've always referred to that as 'critical mass' and it really doesn't matter what the industry is. Once that 'mass' is achieved, the business seems to be impervious to bad news! Look at GM, Ford, Chrysler, ADM and some of the others (Tobacco) and you see what I mean. It isn't infallible if you look at the destruction of an industry from the inside (steel, railroad, AT&T), you have to get out.
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