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


To: Frederick Smart who wrote (12632)11/27/1998 3:21:00 AM
From: mozek  Read Replies (1) | Respond to of 74651
 
Fred,

Then came the Atom bomb........

I don't think this has arrived yet.

So DownSouth, Gates may have a warehouse full of firebombs and more bombers than all the rest of the competition, but these are old weapons and he's already on trial for these tactics.

I'll hold my reflexive response in honor of Thanksgiving, but it's interesting that AOL, NSCP, SUNW, and IBM are basically making one large trust deal with the buyout of Netscape. If you look at the details, that's really what's happening. I'd say that NOISE has been firebombing Microsoft for some time now. Funny how tactics that really do seem to violate antitrust laws, such as IBM's executives putting resources towards collusion between all of their partners to focus on harming Microsoft (see recent ZDNet article on facts in the trial) are dismissed so casually.

I agree with you that the market should decide. I think the only danger to Microsoft long-term is if the market is not afforded that choice due to government intervention and politically powerful trusts.

Happy Thanksgiving,
Mike



To: Frederick Smart who wrote (12632)11/27/1998 5:21:00 AM
From: Reginald Middleton  Read Replies (1) | Respond to of 74651
 
NT has shipped more new units than all of unix flavors cpmbined for the most recent quarter. It sounds like MSFT is doing a good job.



To: Frederick Smart who wrote (12632)11/27/1998 9:29:00 PM
From: DownSouth  Respond to of 74651
 
I agree that MSFT will not soon, or perhaps, ever, dominate all of the roles that you list. However, I believe that the market is growing fast enough and that MSFT is smart enough to continue its growth at levels that will support a PE of 60-75.