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

To: stak who wrote (11156)10/7/1998 7:51:00 PM
From: cheryl williamson  Read Replies (6) | Respond to of 74651
 
LR, RE: In 5 days, MSFT has lost approx. 16 points. Why?

Well, MSFT is trading @about 50x earnings. It's probably lots
of bad news coming home to roost at once.

o NT5 is late & iffy
o Linux is a potential O/S market-breaker
o DOJ Anti-Trust lawsuit
o SUNW Java contract lawsuit
o Caldera lawsuit
o other lawsuits
o Windows 98 is not a blockbuster
o Web-TV didn't pan out
o Competition from Java is becoming a reality
o Thin-client competition looming on the horizon
o Bad publicity is hurting the brand
o Now, everytime they try to screw someone on a contract, it's public
o Competition from Netware 5
o Competition in backoffice applications servers
o Downward pricing pressure on PCs is cutting margins
o Competition from Netscape portal business
o MSN is a bust
o Slate is a bust

However, looking on the bright side, there is MSFT coffee
being sold at Borders Books & their on-line travel & auto sales
businesses.

cheers,

cherylw



To: stak who wrote (11156)10/7/1998 9:31:00 PM
From: J Krnjeu  Read Replies (2) | Respond to of 74651
 
Mr. stak,

<<Is it possible that the agreement Intel made with Red Hat has changed the picture regarding O/S's on Intel's upcoming IA-64?>>

Possible but not probable. I check with several stores in the my area for the sales of Red Hat and Windows 98.

Red Hat 207 units Windows98 8180 units. That is the entire year for Red Hat and 3 months for Windows 98. Sales clerks have said Red Hat is a non factor and everything is Windows 98.

Thank you

JK


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