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Technology Stocks : How high will Microsoft fly?
MSFT 476.080.0%3:59 PM EST

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To: Bill Holtzman who wrote (14035)1/9/1999 12:52:00 PM
From: Lizzie Tudor  Read Replies (1) of 74651
 
They did a story on this on NPR Marketplace on Friday. The reporter made very clear that these particular consumer groups in the past have been somewhat anti-business (but I dont remember any examples they gave as to how they reached that conclusion). They interviewed someone on the msft side and someone on the CFA side. CFA said msft windows was overpriced, based on the trend in computers in general (incl. monitors, hardware + software) where prices are falling over time. Msft said that since windows now includes windows + the old dos (which you used to have to buy separately) the price of windows is indeed falling, and the issue here is a flaw in the CFA model for determining pricing metrics etc. I was convinced msft would win this one after hearing this piece. FWIW

Michelle
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