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Technology Stocks : How high will Microsoft fly?
MSFT 485.49+1.8%Nov 26 3:59 PM EST

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To: Bearded One who wrote (12137)11/9/1998 6:46:00 AM
From: Jordan A. Sheridan  Read Replies (1) of 74651
 
Bearded One;

Although I only somewhat disagree that all of these factors are already factored into the stock price, I strongly disagree with your math. Taken in another light, the results look more like:

1) 20% (Novell could screw up, but a 2 year lead is gonna be hard to overcome)
2) 50% (DOJ wins case in my view, but litigation could go on for a long time)
3) 80% (Wind River/QNX is terrific, but Microsoft has eaten markets before)
4) 80% (Microsoft will eventually get this right)
5) 50% (Netscape has a *lot* of other companies behind them right now trying to keep this from happening)
6) 80% (Linux has a way to go, but Apple has shown surprising strength. What does an Linx Server/iMac client system look like, anyway?)

Total: 360\600 or a more respectable 60% probability<g>

Regards;
Jordan
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