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

To: Daniel Schuh who wrote (10320)	8/26/1998 9:38:00 PM
From: johnd	Respond to of 74651

MSFT holding pretty well despite depositions for the DOJ trial, news about product deficiencies and delays. What worries me more at this point is the impact of meltdown in the following MSFT sales regions: RUSSIA JAPAN KOREA CHINA INDIA SOUTH AMERICA US still seems to be the primary strong sales region and there is some good news from early sales of windows98 in Japan. My biggest concern are the bad economies around the world casuing export problems for MSFT i.e. sales in the region & stronger dollar causing lower total revenues in dollar deonominations. I am less worried about the Y2K budget allocations or even product delay impacts and the DOJ. My earlier fear of MSFT hitting 90 this quarter hasn't happened despite a decline of 10% the DOW. MSFT has held onto its 70% gain in 98. I hope it holds the current levels but at 66 PE, I am amazed it is holding as well as it is. johnd