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Technology Stocks : How high will Microsoft fly?
MSFT 477.74-2.5%3:59 PM EST

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To: James Fink who wrote (5699)4/6/1998 11:50:00 AM
From: John F. Dowd  Read Replies (1) of 74651
 
Dear Jim:

I read the same article elsewhere and can only scratch my head and ask what is new? This is the same old stuff with the added "support" of some internal memo that purports to reveal that MSFT felt that they were in a "scary" #2 position and had better do something about it. So they gave their product away. Nothing new here - that is what they did with the original IBM PC. This is another tempest in a tea pot. Have you ever seen this guy Joel Klein. How good can he be if he calls Janet Reno boss. Good buying opportunity if you think all the rest of the fundamentals are in place.

Even if the DOJ were to demand a separate Windows 98 I am sure that MSFT is ready to accommodate that demand w/o losing a step. In time after no one buys more than 1% of these things it will be forgotten.
If you envy the folks that own MSFT at a lower cost than here is somebody's chance to average down. BUY MSFT on the dips.

Regards,

JF Dowd
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