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

To: Paul Fiondella who wrote (4858)	1/30/1998 11:41:00 AM
From: K. M. Strickler	Read Replies (1) \| Respond to of 74651

Looking at the past split, it was also done at this time of year! I think I could make a case that if the product is about to be released, as it seems to be, usually in 2Q, a split shortly prior seems to get a pretty good 'bump'! I don't think BG has enough $ yet, but his only competition is in his mind! He might be doing it to help the 'little' investor, and that would be very generous. As for the DOJ, with the 'size' of MSFT now, there would be no problem in releasing a 'US' version to meet whatever restrictions the DOJ places on it, and a 'WORLD' version for the rest of the people containing all of the 'bells and whistles' he wants to put in. At that time the 'US' users might become the 'losers' because some developer forced a law suit. As the cost of computers comes down, now great systems for less that $1K, more of the world will be able to afford them. Even in every person in the USA had two-of-them, that is only some 500million. The population of the world what 5Billion? 13Billion? I don't know, all I know is that it is a bunch, and the world is getting connected. It just seems to me that while 'we' (in the US) might be the most sophisticated users now, it may be the masses outside the US that will really drive the market. If MSFT can maintain (and why not) its' present position, I don't see any downturn! ( Kind of like the tobacco companies settling the $360B lawsuit, but the US only represents 6% of their business! ) As for the recession aspect, I think that would be relatively short term since the computer turns out to be the useful tool it is touted to be. A lot of time and money can be saved by investigation of 'whatever' on the Internet prior to using other forms of 'going-and-getting' a product. A recession, to me, is the tightening of the 'belt' and with a 'paid-for' computer system, the continued cost of use is really very=very small, to say nothing of the help a good budgeting system. Looking at the Java/Browser interface, it is actually just a 'passing' program of the times. As the hardware improves with whatever they decide to do, Java will change or be replaced with the 'new and improved, hyper-speed, multi-color, high-altitude, all purpose, all weather, quicker-than-snot, over-the-horizon Internet browser'. You get my drift! In any case, it is fun to watch! Yes, I think MSFT is the 'horse to ride'! Ken