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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Alidotr who wrote (60133)	11/16/2000 5:39:18 PM
From: Alan Smithee	Respond to of 63513

Somehow, I don't think that the Gore administration will be any more friendly to MSFT than the Clinton administration was. Agreed. I do believe, however, that George would be a bit more magnanimous with our friends from Redmond. A win by W would be good for about 10 points IMO.

To: Alidotr who wrote (60133)	11/16/2000 6:25:07 PM
From: Original Mad Dog	Read Replies (2) \| Respond to of 63513

I was thinking today a little about MSFT's strengths. The key issue is how long they can sustain the huge advantage their monopoly has afforded them in both op systems and Office software. I think it will be some time before companies seriously consider Office competitors. It has gotten to the point where almost anybody you hire already knows how to use Word, Outlook, Power Point, Excel, etc. and those programs work as well as anybody else's.... so why incur the training costs to switch? And the expected transformation to server-based applications and away from the PC has been slow to develop. I really think that while MSFT was wildly overvalued at $500B plus in market cap, at its present valuation you can argue that there is some modest amount of upside (20%?). On the other hand it has snuck past CSCO in market cap recently, and I think CSCO's future is way brighter. I would raise my rating on MSFT from a Sell to an Accumulate at this point.