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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (43933)	4/30/2000 12:34:00 PM
From: Valley Girl	Read Replies (2) \| Respond to of 74651

I think the projections you're using are all based on examining the business MSFT has today. There is little doubt that the core PC business is maturing and that there will be lower growth ahead. In my opinion, the upside for MSFT lies in moving successfully into new lines of business where the majority of growth still lies ahead. This is why their failures in the markets for handhelds, internet TVs, and to some extent internet portals have been of such concern to me, and why any signs MSFT may reverse the trend in these areas are of such importance.

To: johnd who wrote (43933)	4/30/2000 3:09:00 PM
From: John F. Dowd	Respond to of 74651

johnd: Read my entire post. This product is an enterprise product and the big sales will be to corps. Corp. sales do not get logged as soon as the product is shipped. The desks have to be up and running and the there are various satisfaction clauses to the big buyers I am sure. All these announcements about Ford Texaco M/L Prudential and on and on do not get booked as sales until they are installed and running for so many days. That is the way it goes. It is not like retail sales. W2K will do more for less and the one that is really vulnerable here are the ix's that get sold or given away to support overpriced hardware. Every thing is up from here. JFD