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

To: Flair who wrote (5355)	3/5/1998 9:40:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

Forecast for MSFT. March Q: Expecting .47c this quarter. Current rolling 12month reported EPS is 1.58, after March quarter, it will be at 1.65. At a 50PE, I expect that the stock will be 82.5 by end of April. Revenues will be 3.7B June Q: Expecting .47c June quarter also. After June quarter, rolling 12 month reported EPS will be at 1.72. At a 50PE, I expect that the stock will be 86 by end of July. Revenues will be 3.7B Hopeful johnd

To: Flair who wrote (5355)	3/5/1998 10:35:00 PM
From: mozek	Read Replies (1) \| Respond to of 74651

I honestly think the monopoly argument is bogus. I worked on the Win95 product, and while we believed that we were building a more usable product than OS/2, we did not know how badly we would blow its doors off in the marketplace. I remember a few weeks before we released to manufacturing, there were still journalists predicting that Win95 would lose the OS war. Of course, before that there was CP/M-86, Concurrent CP/M, Concurrent PC-DOS, and DR-DOS all fatally flawed products. So here we are, ready to release another OS a little over 2 years after we fought hard to win against OS/2 and all of a sudden we're a monopoly???? Netscape still has dominant browser share. Maybe they should have made a deal with IBM and given away an OS with the browser. Oh, I forgot, nobody would want it. Dominance does not equal monopoly. If MSFT had no new OS releases for 3 years, Windows would be a has been product. Same goes for Office and our tools. If Microsoft was really a monopoly, it wouldn't be subject to these market pressures. We just happen to run faster than the competition. I believe that Microsoft knows how to build successful software better than any company in the world. Guess that isn't OK in this country. It would be unfortunate for everyone if the govt gets in the way of the new technology that's in the hopper. Mike

To: Flair who wrote (5355)	3/6/1998 1:50:00 PM
From: X-Ray Man	Read Replies (2) \| Respond to of 74651

Sherman act may apply if DOJ claims that MSFT is using its monopoly on desktop with Win95 to leverage into new markets for server and PDA OS's with NT and CE. That is, MSFT could be regulated in its marketing of NT and CE because of the unfair advantage they have introducing these products because they already have monopoly with 95. I suspect the lawyers in DOJ advocating this approach are very interested in testing new legal theories of application of Sherman act to the idea that a monopoly could use its power to leverage into a new market, something generally not found in earlier legal interpretations and theories.