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


To: jim shiau who wrote (4425)12/22/1997 1:48:00 PM
From: jim shiau  Respond to of 74651
 
Microsoft Corp. (MSFT) 127 -1 11/16: Everen Securities raises its near-term rating on software giant from "market perform" to "outperform." Cites valuation and the belief that current litigation should not affect Microsoft's future business....



To: jim shiau who wrote (4425)12/22/1997 1:53:00 PM
From: John Chen  Respond to of 74651
 
Jim, RE:'10 years'. Make it 3 months (6 months at the most).

MSFT is in the perfect business:

1. low-tech, extremely high-volume, no brainer.

2. other industries are forced (by competition) to give MSFT the
best environments (cheap everything). While everyone has to watch
the cost, the 'cost' for growing is taken care of by others.

3. MSFT is not a dinosaur yet. So this is a big bump rather than a
'long difficult road ahead'.

4. For some reason, MSFT is very scare on 'NSCP' and I think low
itself down to use 'monopolistic' tactic to protect the turf. It
should pay a 'fine/fee' just as a 'cost' of doing business. Without
this IE integration with OS, NSCP would have more market share. Hence
MSFT is not really paying a fine/fee, it's just the 'cost of making
money'. Give MSFT the credit of trying this: "let's see what if
anything DOJ can do about it".

It's all about MONEY, no big deal.