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

To: Offshore who wrote (13703)	1/2/1999 9:24:00 PM
From: DownSouth	Respond to of 74651

Offshore, Are you a trader or an investor? If you are a trader, I can't advise you. If you are an investor, I won't advise you either, but I will give you an opinion. Many feel that any effect of the DoJ case is already discounted in the current stock price. As far as future software, who is the competition? I don't believe there is any. Novell is doing some nice things, but where will they be in 5 years? As far as the direction of MSFT software, remember when Netscape took Gates by surprise? MSFT adjusted pretty fast, I think. The current problems of complexity and so forth are now being addressed by Gates, so I expect that MSFT will do very well in the years ahead. Do you believe that PC sales and software upgrades will continue at the pace they have in the past 2 years? I believe the internet (and Y2K) assure us of that. Do you have any money in CSCO? If not, then you have a tough decision to make. If you do, then the decision is easier. Hopefully you will get some responses that give more quantitative or TA type answers to your question. I have been into MSFT for about 5 years and have added to my position along the way. Buying more MSFT is always a difficult decisions because "there's always something", but the results have been gratifying.

To: Offshore who wrote (13703)	1/3/1999 11:11:00 PM
From: Gerald Walls	Respond to of 74651

People are holding off on CE adoption thus far, Linix is growing, (in the press at least), and Win2000 promised to be held at the corporate IS department for 1-2 years after introduction, as they have enough to tackle. I'm long MSFT, but if Red Hat goes public I'll buy. Other than that, I suspect that Win CE may pick up. Maybe I'm totally wrong, but the only way at this point that I'd consider the expense of a hand-held or palm computer is if it can run pocket versions of the same programs that I run on my PC, namely IE, Outlook and Quicken. Win CE does this. The proprietary and tightly-controlled Palm OS by 3Com does not. Then again, in 1987 when a friend told me that in the future computers would be used primarily for communications I laughed.