How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 500.36

+0.7%

11:46 AM EST

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To: Gary105 who wrote (5394)	3/7/1998 10:39:00 AM
From: X-Ray Man	Read Replies (4) of 74651

We are just beginning to see the shakeout in the IntelPC market. Thinner margins, slowing sales growth, intense competition. Will hurt the bottom line of all, including INTC, which will have to thin its margins too in response to faster iron in non-Intel workstations and servers at better cost/performance ratio due to aging of Pentium line. Pentium is starting to lose C/P on top line and bottom line now--not matching top performance or bottom price. E.g., TCI-General's decision not to use Intel in next round of settop cable boxes. And that means they won't be using WinCE, either. There may also be pressure on MSFT to provide further discounts on OS OEM dist agreements in response to thinner margins, just when MSFT was hoping to use intro of Win98 to renegotiate agreements to provide higher prices. Just some contrarian thoughts... Luck to all.

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