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Technology Stocks : How high will Microsoft fly?
MSFT 476.93+0.6%Nov 25 3:59 PM EST

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To: Robert Gomez who wrote (9206)7/14/1998 8:16:00 PM
From: ToySoldier  Read Replies (2) of 74651
 
As I had mentioned earlier, Y2K will be major factor that will affect MSFT revenue. NT5, which is already severely delayed, is now going to be released within mere months of the Y2K deadline. No one will touch NT5 when it is released until well into 2000. Only after Jan 2000 will the corp. world start to seriously look at NT5. This is when they will begin to notice the countless problems this revolutionary version of software has. So many companies have their supposed future set on the MSFT promise that NT5 is the answer to enterprise solutions. They will be very disappointed in what they will receive from NT5.

By dont worry, by then MSFT marketing will be convincing the corp. world that NT6 will be the real real real answer to all their problems. The problem with MSFT will be that "you can only cry wolf so many times". Active Directory will be a huge disappointment.

But, so many MSFT investors simply do not believe that MSFt could be hurt by anything. They will have to learn the hard way.

Toy
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