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

To: Gary105 who wrote (7114)	5/14/1998 9:32:00 AM
From: Dwight E. Karlsen	Respond to of 74651

Count me in. I wasn't in a huge hurry to get Win98, but I now I want it, just because the govt wants to take it away, or at least delay it. Like here in the US whenever there are moves to restrict certain types of rifle sales, gun shops and gun shows suddenly become very popular.

To: Gary105 who wrote (7114)	5/14/1998 9:52:00 AM
From: X-Ray Man	Respond to of 74651

Everyone is missing the point. Whether Win98 is delivered on time is not overly consequential short term. MSFT is not going to make much more money on Win98 than Win95. OEMs get software one way or the other, MSFT gets license fee either way. Late delivery on Win98 has greater impact on box vendors, than on MSFT, short term. Long term, DOJ and states can still get an injunction, and the cost to MSFT will be higher if they have to retroactively accomodate a judgement. Hence, the fact the DOJ and states are going ahead and also are concerned about preemptive strike on WinNT 5 is a much bigger negative than the fact that no short term restraining order (never likely to have been granted, anyway). Yet the street yesterday, today reacts as if the problem went away. The bad news will take a week to settle into the hearts and minds of investors. MSFT is going to be tied up in litigation for the rest of the year.