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

To: Gary105 who wrote (5394)	3/7/1998 10:39:00 AM
From: X-Ray Man	Read Replies (4) \| Respond to of 74651

We are just beginning to see the shakeout in the IntelPC market. Thinner margins, slowing sales growth, intense competition. Will hurt the bottom line of all, including INTC, which will have to thin its margins too in response to faster iron in non-Intel workstations and servers at better cost/performance ratio due to aging of Pentium line. Pentium is starting to lose C/P on top line and bottom line now--not matching top performance or bottom price. E.g., TCI-General's decision not to use Intel in next round of settop cable boxes. And that means they won't be using WinCE, either. There may also be pressure on MSFT to provide further discounts on OS OEM dist agreements in response to thinner margins, just when MSFT was hoping to use intro of Win98 to renegotiate agreements to provide higher prices. Just some contrarian thoughts... Luck to all.

To: Gary105 who wrote (5394)	3/7/1998 4:37:00 PM
From: WeisbrichA	Respond to of 74651

GG, RE: " the hard drive needed to be replaced twice ", Who made the drive? RW

To: Gary105 who wrote (5394)	3/7/1998 8:03:00 PM
From: Keith Howells	Read Replies (1) \| Respond to of 74651

Gary, b. Big aftermarket for MSFT, many I know are upgrading to new Office version so that they can read files sent to them by those whom already have it. So MSFT gets to sell their software with almost every new computer as well as upgrade old ones. I need to hear more about unit growth of new computers but unless I'm convinced of a drastic fall off in unit growth I will stick with msft. I also thought the stock split was a positive sign. The only dilemma I face is the earnings estimates for upcoming year show slower growth, although msft earnings estimates have history of improving as year progresses. ========================================================== These are the reasons that I invested in the company. I had quite a few shares of CPQ but became worried about revenues not the number of machines that they are selling. So I got out and bought MSFT. I think Windows98 will be a hot seller regardless of whether it's a minor upgrade or not. Software sales should be great especially to owners of those sub $1,000.00 PC's. I think your reasons for the potential growth in software also pertain to the internet companies like Yahoo etc. The thinking being that more users equates to more profits for those companies. I don't own any stock in any of those companies, but if I had any more cash, I would consider them. -Keith-