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


To: Jason Rooks who wrote (5156)2/17/1998 5:43:00 PM
From: Alan Buckley  Read Replies (1) | Respond to of 74651
 
[...not as many companies as would be expected are as inclined to make the switch to these new products in light of the demand for resources for the Year 200 problem]

Personally, I think it will be just the opposite with Y2K encouraging spending. Shops worried about the Y2K problem start looking at spending a lot of money to modify old code, and think, "jeez, if we're going to spend a lot of money anyway maybe we should just bite the bullet and modernize our operations."



To: Jason Rooks who wrote (5156)2/17/1998 5:49:00 PM
From: Jorge  Read Replies (1) | Respond to of 74651
 
Jason and thread......Heard from my broker about several huge block trades today.....That aside, any ideas on why MSFT has been sliding backwards lately?.......Normal retracement after a strong move up?...Or, something else?.......Any thoughts?............George



To: Jason Rooks who wrote (5156)2/17/1998 5:55:00 PM
From: Ed Schultz  Respond to of 74651
 
>>Y2K

Y2K is going to be a major headache for a lot of companies. However, there is a very strong need to upgrade OSes. This need will not diminish because of Y2K. All independent research firms think NT is going to be an extremely hot seller from the moment it ships.

In any case, anticipation alone should drive the stock higher.



To: Jason Rooks who wrote (5156)2/17/1998 9:43:00 PM
From: Kelly G. Splitt  Respond to of 74651
 
Thanks for the reply. I think that the picture is larger than just allocating budget to y2k stuff vs. upgrade stuff. Clustering, greater performance/scalability, lower tco, and a chance to make changes while all of the code is being touched anyway. I am not convinced that win98 will be huge in corporate, I think it will be "the" home pc os. I think nt5.0 will gain momentum in corporate.