How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 506.85

-0.7%

2:24 PM EST

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To: Jan Garrity Allen who wrote (12480)	11/23/1998 3:26:00 AM
From: ed	Read Replies (1) of 74651

Yahoo is caught by its high market cap. With 25 B of market cap, not too many companies can afford to buy this company, except MSFT. Even the stock drops another 50% from here, the market cap is still too high and not too many companies can afford to buy. So those poor investors caught with the high price Yahoo will have a very bad Christmas and New Year. Yahoo did not have a strong technology that other companies can't compete, and its high stock price is built on the assumption of its future fat earning, and after Monday's announcement, everything for Yahoo becomes uncertain, so the stock will react. Yahoo alone can't compete with AOL + SUNW + NSCP and Microsoft in the e-commerce market. So the best result for Yahoo is to sell, and eventually Yahoo will be part of MSFT. Tomorrow's Yahoo (after 11/23/98) is yesterday's NSCP , and tomorrow's AOL in the e-commerce market is Yesterday's MSFT. So, another solution for Yahoo after 11/23/98 will be to ask DOJ to file a suit against AOL for unfair competition !!!!!!!!!!!!

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