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Technology Stocks : How high will Microsoft fly?
MSFT 510.37+1.4%Nov 14 3:59 PM EST

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To: LR who wrote (11147)10/7/1998 5:30:00 PM
From: stak  Read Replies (2) of 74651
 
LR, RE: In 5 days, MSFT has lost approx. 16 points. Why? Has the fundamental value of the company changed dramatically or its earnings outlook(particularly in 5 days)?

Is it possible that the agreement Intel made with Red Hat has changed the picture regarding O/S's on Intel's upcoming IA-64? A free O/S with the backing of a major company(Intel) is mighty tempting. Microsoft isn't worth a fraction of its current valuation without O/S dominance on the new IA-64.
Just a thought ,stak
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