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

To: Kelly G. Splitt who wrote (4576)	1/1/1998 7:15:00 PM
From: X-Ray Man	Read Replies (1) \| Respond to of 74651

Well, if you think NT 5.0 won't contribute alot more to the bottom line than NT 4.0 is already (which is disappointing compared to some predictions), and you think DOJ will either prevent Win98 timely release or that Win98 won't have the upgrade traffic that Win95 did, than you might realize that MSFT won't see growth similar to the past few years for another couple years yet. In that case, the street will shift price based on lower growth expectations requiring a lower P/E. But I wouldn't short against the hype masters--hype the market often responds to, and you have to cover that short in any case.