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Technology Stocks : How high will Microsoft fly?
MSFT 507.49-0.6%Nov 17 3:59 PM EST

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To: Exacctnt who wrote (12682)11/27/1998 11:48:00 PM
From: ToySoldier  Read Replies (3) of 74651
 
Sorry robert, but if I had to bet my long term investment future on one or the other - I would put all my money on IBM! And over the past year my shares would have made a great return!

IBM has a lot of sub-industry sectors to fall back on if one areas gets hurt. What would happen (heaven forbid that it ever would for the sake of all the MSFT investors) if MSFT's msrketshare in the software arena were to collapse because of one of many reasons? MSFT woudl be in deep kaka! What percentage of MSFT's revenue is made up of software revenue (70% - 80% - 905)? Name one sub-industry within IBM that makes up any more than 30% of their business?

Get my point.

Toy
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