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Technology Stocks : How high will Microsoft fly?
MSFT 490.38+0.7%10:28 AM EST

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To: Cory Gault who wrote (18281)3/19/1999 11:06:00 AM
From: ToySoldier  Read Replies (3) of 74651
 
Im right. Very soon MSFT will be under $100 again and likely for a long time. :))

The industry media is going after MSFT more and more each day. But worse yet is that MSFT is their own worst enemy since they are SOOO stuck in development mud that the corporate customer is starting to say "I had enough with MSFT's promises and delays". They are also realizing that what eventually will come out with Windows2000 (aka NT5, aka Windows2001 if the delay keep going...) will be unstable and not what was originally promised.

Also, the industry has been changing drastically since Windows2000 was first thought up several years ago. Open Standards, JAVA, LDAP, DNS (true DNS not MSFT's version of DNS), and the near arrival of 64 bit OSes are now expected in the OS. Proprietary MSFT standards are becoming less acceptable to these open standards. By the time MSFT releases NT5 they will already be 2 years+ behind their competitors. Can you just imagine how long it will take MSFT to roll out NT6 which will likely have 64 bit. Based on MSFT history - are we likely looking at 2005? Thats my guess.

I still hold on to my predictions that MSFT's dark days are near. In fact they already started. MSFT's stock has not been the great mover that it has been known for in the past. Its stock rise will only get slower and slower as other stocks will continually out-perform MSFT.

I will admit that I underestimated how much resistance MSFT has had to this rocky road but it is inevitable. Read the front page of the latest PCWEEK. MSFT Rocky Road Ahead. The industry is not as scared of MSFT as they have been in the past and MSFT is even giving in on the OEM demands - a clear change in MSFT characteristic.

Enjoy your stock though Cory!
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