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

To: John F. Dowd who wrote (4280)	12/15/1997 12:50:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 74651

To All: Conference Call Info: Bill Neukom, Microsoft vice president for law and & corporate affairs, and Brad Chase, Microsoft vice president, Internet marketing and developer relations, will host a media and financial analysts conference call on Monday, Dec. 15. This call is scheduled to begin at approximately 10:30 a.m. PST (1:30 p.m. EST). The dial-in numbers for this press conference call are listed below. Phone: 800-857-5008 - U.S. pass code: Microsoft 402-331-9012 - International pass code: Microsoft Replay: 888-566-0395 - U.S. pass code: 1017 402-220-9694 - International pass code: 1017 The recorded replay of this call will be available at the replay numbers listed above until 2 p.m. PST (5:00 p.m. EST) on Friday, Dec. 19, 1997. Call-In Instructions: 1) When you call in, you will automatically go to "Music on Hold." Stay on the line (do not put the call on hold) until the first available operator acknowledges you. The operator will ask for your name and company and place you on to the conference call. 2) To help ensure that the conference call starts on time, call at least 10 minutes prior to the start of the call. NOTE: Microsoft is either a registered trademark or trademark of Microsoft Corp. in the United States and/or other countries. CONTACT: Mark Murray, or Greg Shaw of Microsoft Corporate Public Relations, 425-882-8080; or Nina Bondarook or Heidi Rothauser of Waggener Edstrom, 425-637-9097, for Microsoft; or financial analysts only, Carla Lewis, 425-936-3703, for Microsoft.

To: John F. Dowd who wrote (4280)	12/15/1997 12:50:00 PM
From: Exacctnt	Read Replies (1) \| Respond to of 74651

John, Shoulda,Coulda. I think Microsoft will at least meet their numbers this quarter. Afterall, they said as much when they released last quarter's numbers. Unless, the asian flu bit them. The tech's are getting hammered today especially the upper tier companies. One must remember that Microsoft makes its money every time a pc is sold. The equipment makers (chips, computers, routers, modems) all are competing on price, so their profit margins are eroding except for those who manage productivity i.e. Compaq and Dell. PC unit sales are not declining and it looks like Christmas sales will be good although the $1000 models are the ones selling. However, Microsoft still rakes in its cut regardless of the type of machine being sold. As far as other stocks that I would rather own. Besides Microsoft my bets are played in the drugs and biotech area. Over the years, the drug arena seemed to do well when techs were down. So I never got hammered by being exposed to just one industry. Biotechs have really got my interest this year. They have great potential but also many disapointments. You almost have to play a half dozen or so in order to increase your odds of finding a home run stock that will more than offset the stocks that disappoint. Regards, Bob