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

To: Dennis who wrote (9127)	7/12/1998 5:18:00 PM
From: keta	Read Replies (1) \| Respond to of 74651

<BTW, I am very surprised that Windows 98 is selling so well. Any comments anyone??> This may sound silly, but a lot of people simply like having an excuse to buy some new software for their underused PCs. In many circles it's trendy to be able to say something even remotely geeky like "I've upgraded to Windows 98". - Lee

To: Dennis who wrote (9127)	7/12/1998 5:22:00 PM
From: Harry Sharp	Read Replies (2) \| Respond to of 74651

>>wouldn't the market anticipate earnings from NT5 months in advance?< As smarter people than I have pointed out on this thread NT5 is not likely to add significantly to Microsoft's earnings until 2000+. The reasoning given was that by second half of 1999 everyone will be too concerned about the Y2K problem to throw an additional unknown into the mix. Further, if it looks like a Q2 release today, it very well could slip to Q3 or Q4 of `99.

To: Dennis who wrote (9127)	7/12/1998 6:52:00 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 74651

Re: Windows 98 selling well. My reasons for buying Windows 98 for my kids' computer: 1. Some of my kids' games have been flakey on Windows 95. 2. I want to be able to use the space on the hard disk more efficiently. 3. Have heard that Windows 98 can be automatically updated over the internet. 4. It is a personal vote against Government interference. 5. I've heard that some applications run faster under Windows 98 than under Windows 95. 6. Windows 98 loads some applications much faster than Windows 95.

To: Dennis who wrote (9127)	7/12/1998 6:56:00 PM
From: ed	Read Replies (3) \| Respond to of 74651

My bet is MSFT's revenues will grow much faster in the next five years due to : 1) The revenues of WIN98 will be reflected on the earnings starting from next quarter. 2) Many consumers hold the buying of PCs due to the release of Win98. Now WIN98 is in the market, and people will start buying again. 3) Intel is to release new products, each time when INTEL release new products, MSFT's stock price always grew faster, just reviewing the stock price of MSFT in 1996, 1997, 1998, then you will know. It may not benefit INTEL due to the competition from AMD, but it will definitely benefit MSFT. 4) Starting in the second quarter of 1999, NT5 will be released, it will help push the revenues and stock price of MSFT well into the 2000s. 5) In the second half of the year, it is generally the hot season of PC business due to Christmas and new year shopping season. 6) Asia will start recover from it worst economical crisis in the second half of 1998. The worst for Asia has passed, and it will get better and better. And people actually start to predict that Hong Kong will recover at the end of 1998. So, Asian will start to buy computers again . 7) The DOJ case is no big deal , as long as MSFT 's revenue and profit continues to grow. If the DOJ case is really a big deal, MSFT will not pop from $85 to $113 in such a short time. Besides, WIN98 is not the only product for MSFT to generate revenues. Whether MSFT will hit $150 at the end of 1998 or even as early as Oct. of 1998 is everyone's guess, however , it you take the above factors into consideration, I would say the chance is high !!!!

To: Dennis who wrote (9127)	7/12/1998 10:56:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 74651

>I am very surprised that Windows 98 is selling so well Recall: When 3.1 came out, businesses and gov't IT didn't want to support the upgrade from 3.0 or DOS because the upgrade was time consuming and risky. The upgrade to 3.1 started slow and built slowly in large enterprises because of the support issues. The same exact thing happened with W95. What MSFT did with W98 is really quite brilliant. The IT guys know that this is an upgrade that doesn't add a bunch of new features to support. It doesn't require retraining of the users. It results in more stable environment. So they are encouraging the install of W98 cause it actually, for the first time, makes their jobs easier and reduces support costs for the enterprise.