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Technology Stocks : How high will Microsoft fly?
MSFT 481.28-1.8%11:00 AM EST

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To: yard_man who wrote (7011)5/13/1998 11:14:00 AM
From: Ramsey Su  Read Replies (1) of 74651
 
tippet,

I would, and I think a lot of individuals would, buy W98 for the multiple screen feature alone. Apple users have long enjoyed this feature which I think is a must for the WWW surfers. For around $100 or whatever this thing cost, I just can't resist.

As for offices, I do have W3.1 in my office and may not upgrade due to my personal reasons. It will cost too much to upgrade my small network for what I gain in return. However, I think MSFT have down played W98 so much that any upgrade is going to be interpreted as success.

Regarding the appeals decision, again, I think the media might have misled investors that MSFT is now home free and W98 is shipping with no problem. The San Diego Union business section clearly had a headline this morning stating so.

Is there any doubt that DOJ will file something? The question here is really how broad it will be and could they possibly be working out some compromise with big Bill behind the scene right now?

I would short (or buy puts) MSFT here rather than if MSFT hits 110. Simply, if MSFT hits 110, it can only be if DOJ problem is over. I sure wouldn't bet against big Bill if that is the case. Who knows what other businesses MSFT would steal if DOJ is off their backs.

Ramsey
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