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Technology Stocks : How high will Microsoft fly?
MSFT 486.70-1.4%3:17 PM EST

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To: Drake who wrote (19298)3/30/1999 3:06:00 PM
From: Teflon  Read Replies (2) of 74651
 
Sir Drake, I am the biggest MSFT Bull alive. Trust me when I tell you that. But to think that MSFT will eat AOL's lunch in the long term is wishful thinking.

There are many reasons why AOL will be around for some time to come. One of the most compelling, however, is that MSFT needs AOL to be around. Sort of the Chicken and the Egg dilemma type scenario.

Think about it...

The fact of the matter is that for now and well into the future AOL needs MSFT and MSFT needs AOL. It will be somewhat like the relationship that MSFT and INTC had for some time. Sure they will compete, but neither of them are at risk of the other guy putting them out of business. This just ain't gonna happen.

Teflon
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