How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 473.75

-0.9%

3:48 PM EST

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To: Moominoid who wrote (5778)	4/14/1998 8:09:00 AM
From: Chris	Read Replies (2) of 74651

It could go towards $80... I agree with you MSFT feels soft. I'm not a TA expert, but it appears to be weak and drifting, until earnings IMO. $80ish? More likely than 90ish... Windows 98 won't be a big innovation compared to Windows 95. Our department here still is using Windows 3.1 (together with Unix) I live in the IT/Software world, and I think Win98 will cause a stronger migration than Win95 did in business computing. A personal joke about win95 that I have is that it is a 24-bit OS. Some parts are old 16bit code (a la Win 3.11) and other parts are new 32bit code. My understanding is Win98 is fully 32-bit, and finally leaves its Win3.1 heritage behind. I'm using Win98 beta 3 and I like it. The file system is much better, and it is easier to remote admin. Plus it has built in USB support. As of last fall MS said that there were still 50% of the market that had not upgraded to Win95. They expected that number to drop to 35% over the next year. I think Win98 will be the driving force of this migration. It also brings significant hardware upgrades and new system purchases. Which is why it will help drive the rest of the computer industry. Without a Win98 in June there is no compelling reason to buy, unless you just have to have a new system now!! Combined with Intel's big push on Pent. II and AMD's K-6 price war in the fall, Microsoft's Win98 release will help drive the market for the next year. I personally want Win98 out ASAP. I have a strong dislike of the DOJ attempting to force business policy on any company. I am neutral on MSFT's business policy. They have done great things for the industry as a whole, and have done some less than honorable things to companies they have partnered with. Good luck with your MSFT short. I'm a long term long... Chris PS MSFT at 80ish is a buy IMHO.

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