How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.52

-2.8%

3:59 PM EST

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To: Valley Girl who wrote (275)	10/18/1996 6:13:00 PM
From: Bill Harmond	of 74651

>>Ultimately INTC growth will correlate with world-wide PC demand, figured to be at best 25% in a good year, and more like 20% average for the next 5 years. (These assumptions could well be wrong.) VG, don't forget to add server demand into your calculations. NT, Intranets, killer client/server apps like Siebel, Remedy, etc, are causing a tidal wave here. Gray market prices for the Intel chips for this market, Pentium Pros, are at rich premiums to list. Intel's margins are increasing to the high 50's. Microsoft is feeling the heat in its Office suites, is having BackOffice threatened by Netscape, and is goosing R&D for Internet competitiveness. Margins are decreasing.

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