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

To: D.J.Smyth who wrote (5387)	3/6/1998 4:58:00 PM
From: X-Ray Man	Respond to of 74651

I agree, Darrell, that it seems as though MSFT has been softening some of its business practices lately in an effort to take steam out of the DOJ arguments and congress concern. This will likely succeed to some degree, but also may allow a competitor or two more of a toehold in the marketplace compared to a more aggressive MSFT. And I suspect that within a year, the landscape may look very different again. If the landscape looks more saturated with MSFT, then DOJ will continue the chase. If less, then DOJ will move on to other things, but MSFT will have to fend off its foes in the marketplace. Will anything that DOJ can do now have an affect on MSFT in marketplace in the interim? It seems to me, the only real threat is if they bring a new suit regarding Win98, and call for an injunction WRT distribution, and this in someway slows MSFT from releasing Win98. Although I think this will really be more of a psychological battle and short term revenue loss, since I don't think Win98 will make MSFT any more or less vunerable to attack by competitors--it is not a significant upgrade technologically, although it may be important to maintain revenue stream. WinNT5 is a much more important concern, and if delay of Win98 in any way slowed procurement decisions for WinNT5 (which I doubt), that could have an impact. By the way, MSFT didn't get to 88, so I didn't get all the puts I wanted, but did get some near 85, and did unload them yesterday. This looks like a support level nearterm.