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

To: Winston Kim who wrote (5332)	3/4/1998 8:44:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 74651

Re: MSFT effect The major effect will be that MSFT's share price will have "lapped" INTC by tomorrow. This is an inventory correction as the indirect sellers (particularly CPQ) move aggressively to adopt a more DELL-like inventory position. MSFT, of course, has no inventory. It's OEM licensees squirt bits onto their systems and cut MSFT a check based on the number of systems sold, not where they are in the channel. Anything that increases volumes (inventory reduction sales, closeout sales, etc.) simply swells MSFT's coffers even more. Still, MSFT will get tossed around a bit along with everyone else, but it will bounce back first.