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

To: Paul Shread who wrote (5454)	3/11/1998 5:26:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 74651

Maybe PC sales are weak and that might hurt Win 95 sales, but Office 97 still has legs and NT should make up for any win 95 shortfall. I am fiercely hoping this will come true. Any agreement?

To: Paul Shread who wrote (5454)	3/12/1998 11:27:00 AM
From: Brian Malloy	Respond to of 74651

The recent announcements by CPQ will have a negligible effect on MSFT's current trajectory in my opinion. CPQ will continue to make new machines and will install Windows. Server and Workstation sales were not impacted according to the CPQ press release so these major growth areas for CPQ which run NT are fine. Finally, CPQ represents under 10% of Software sales for MSFT, however I'm not sure how much under 10% it is. As for entry points, when I am buying a stock for the long term and have the funds then I generally just buy. From a personal point I believe the greater danger is not so much buying at a high as it is not being invested when the stock begins to move. By late 3d quarter 98 and on into 99, Win98 followed by NT5.0 will be powering MSFT. I would not want to miss the next leg up. Good Luck, Brian