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Technology Stocks : How high will Microsoft fly?
MSFT 477.74-2.5%Dec 3 3:59 PM EST

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To: Cory Gault who wrote (19323)3/30/1999 4:31:00 PM
From: Smart Investor  Read Replies (1) of 74651
 
The problem is that in the long run AOl/NSCP and MSFT will not co-exist very well, especially the announcement of further alliance of AOL/NSCP/SUN to attack MSFT. I think MSFT needs stronger counter attack, and compete more forcefully with AOL/NSCP. If MSFT is successful in chipping away AOL's revenue, then AOL's sky high PE will collapse.
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