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

To: Moominoid who wrote (5795)	4/15/1998 8:15:00 AM
From: Keith Howells	Respond to of 74651

David, In my personal opinion, MSFT feels soft at this point only because people are a little wary as the DOJ gets involved in their business. Yesterday, MEFT announced a release date for Win98. I hope they did so knowing they would be able to release it, based on the meeting that they had with the DOJ late last week. So far, no sabre rattling from DOJ on this issue. I think this is good news. If and when the perception changes, and it is perceived that there is some sort of agreement between DOJ and MSFT, I think we'll see MSFT begin the upward movement again. If you plan to short this one or are in fact shorting it, I would be very careful. Even with the DOJ problems, this one has not dropped off the proverbial cliff. That shows me how truly strong it is and how much the shareholders value it. -Keith-

To: Moominoid who wrote (5795)	4/15/1998 1:50:00 PM
From: Chris	Read Replies (3) \| Respond to of 74651

I see this as being pretty similar to last July when a big runup ended. Again, I'm no TA expert but I don't see an end to the runup yet, DOJ not withstanding. We will have pauses and pull backs. As long as it looks good for shipping Win98 in June my guess of the moment is that we hold 100 by the end of june. :-) My personal target(read guess) is 120 by 1/99. But isn't it still based on DOS? Microsoft have said it will be their last DOS based operating system. It looks and feels like DOS but they have reworked the guts of the OS. Even NT has DOS, but it is still NT. Win98 is still DOS, but it is either fully 32-bit or very close to it. There may still be some 16-bit DLLs out there. The Press is saying that there is little or no business interest in Win98. At the same time they are saying that business is looking at 'cheaper' PCs for upgrading old/(out of date) PCs. NT needs more PC for the punch then Win98, so I think there will be a business trend to upgrade from Win 3.x to Win98 as much as NT next year. I could be very wrong on this too. MS is pushing business very hard on NT. As a consumer, I will immediately(within 1-3months) upgrade from Win95 to 98 for my game system. Unless you have an urgent need I would always wait at least a month or so to see if there are any 'bugs' that may affect me. I use NT (w/64mb memory) for everything else. I like today's move into the 90s off of the INTC/CPQ wave. It's good to be wrong. :-) It would be nice to hold it. I really want to see what happens after MSFT earnings. Christopher