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

To: Ramsey Su who wrote (5669)	4/3/1998 12:16:00 AM
From: rudedog	Respond to of 74651

Box makers are screaming - just not in public. As ASPs fall, they will put tremendous pressure on MSFT to restructure license terms. My suspicion is that MSFT will respond by creating more license categories, reducing costs at the low end while increasing at the high end. This was the strategy behind NTSE, which is almost 3 times the cost of NTS for only marginal increase in function, but it runs on more expensive hardware so the cost is a more reasonable percentage of the total. If MSFT keeps the mix under control they will be able to meet the market need while maintaining margins.

To: Ramsey Su who wrote (5669)	4/3/1998 12:58:00 AM
From: John Chen	Read Replies (1) \| Respond to of 74651

Ramsey, heard of 'M O N O P O L Y'. Keep buying MSFT stock and try not to figure out why this and why that. I'm getting richer $100/day. I know it's minscue. Hey, by the time the game is over, I should be at least 10K richer. Or if I get the nerve and sells the house and put it in MSFT, then I can buy Bill's house in a couple of years while Bill is moving to paradize/heaven's land. (not meaning Bill is leaving this world). I think Bill can buy things that normal human-being don't dream of.