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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: miraje who wrote (16512)	1/21/1998 4:17:00 PM
From: Narotham Reddy	Read Replies (1) \| Respond to of 24154

MSFT .85 vs .57 Reuters

To: miraje who wrote (16512)	1/21/1998 5:55:00 PM
From: Daniel Schuh	Respond to of 24154

James, as sometimes chief political and moral wrangler (I prefer earnest civics lecturer, but whatever), I'll say a couple things. First, I don't think it's particularly likely that Microsoft would be broken up, unless it chose such a path of its own volition. But if it did, I'm sure the pieces would do fine. I've written often enough that Microsoft has many fine products, and in general reasonable prices. I'm always a little puzzled at the narrowness of the revenue base (75% from OS's, Office?) versus the breadth of offerings, but the vast installed base of Windows software isn't going to go away. I'd guess the pieces of AT&T are worth vastly more that old Ma Bell would be, though the T core has had its problems. Of course, I think the T guys sort of messed up on what they figured was valuable (technology, long distance) and what was stodgy (the local operating monopoly). Not a very close parallel, I know, but a data point none the less. Cheers, Dan.