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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: damniseedemons who wrote (2752)11/6/1996 8:54:00 PM
From: Frodo Baxter   of 24154
 
That Microsoft partnering article is so reminiscent of Intel's
strategy... Sell the hot high-margin chip with the whizbang
motherboard, eventually let others sell the motherboard.
When AOL finally decides to move to the Net (uhh, I betcha
they'll do this in their next re-org, where they'll spin-off the
commodity access business and write-off another $4),
they'll be using Microsoft infrastructure. Microsoft is
returning to its root, a tools vendor. Still afraid of its PE,
though.

NSCP price action is still so goddamn boring. Flight to
quality seems to be taking hold, though. Dow's lively, but
breadth in Internet stocks is millimeters thin. Is anybody
on this thread NOT long on INTCW? ;)
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