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Technology Stocks : How high will Microsoft fly?
MSFT 478.29-1.8%Nov 20 3:59 PM EST

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To: Moominoid who wrote (5795)4/15/1998 1:50:00 PM
From: Chris  Read Replies (3) of 74651
 

I see this as being pretty similar to last July when a big runup ended.


Again, I'm no TA expert but I don't see an end to the runup yet, DOJ not withstanding. We will have pauses and pull backs. As long as it looks good for shipping Win98 in June my guess of the moment is that we hold 100 by the end of june. :-) My personal target(read guess) is 120 by 1/99.


But isn't it still based on DOS? Microsoft have said it will be their last DOS based operating system.

It looks and feels like DOS but they have reworked the guts of the OS. Even NT has DOS, but it is still NT. Win98 is still DOS, but it is either fully 32-bit or very close to it. There may still be some 16-bit DLLs out there.

The Press is saying that there is little or no business interest in Win98. At the same time they are saying that business is looking at 'cheaper' PCs for upgrading old/(out of date) PCs. NT needs more PC for the punch then Win98, so I think there will be a business trend to upgrade from Win 3.x to Win98 as much as NT next year. I could be very wrong on this too. MS is pushing business very hard on NT.

As a consumer, I will immediately(within 1-3months) upgrade from Win95 to 98 for my game system. Unless you have an urgent need I would always wait at least a month or so to see if there are any 'bugs' that may affect me. I use NT (w/64mb memory) for everything else.

I like today's move into the 90s off of the INTC/CPQ wave. It's good to be wrong. :-) It would be nice to hold it. I really want to see what happens after MSFT earnings.

Christopher
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