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

To: t2 who wrote (14994)	1/23/1999 4:36:00 PM
From: Bill Holtzman	Read Replies (2) \| Respond to of 74651

>>Something has got to happen with MSFT and the rest of the Nasdaq from now til March. << Tech2000, I like most of your posts but this one sounds funny. Do you remember what JP Morgan said when asked what the market would do? "It will fluctuate." That is what will "happen with MSFT and the rest of the Nasdaq from now til March." It will go up and down.

To: t2 who wrote (14994)	1/24/1999 8:55:00 AM
From: DownSouth	Respond to of 74651

I am hoping for an Intel split. Intel is probably the only other company with control over an industry as MSFT (Intel is still not in MSFT's league). It starting losing some of the dominance but but it recovered. I don't think the market understands how well INTC is recovering from the AMD erosion, nor how small the AMD erosion has been. They hear from AMD and the press that it is "50% of the consumer market". That market is 10% of the total and has very small margins compared to high end client and the entire server markets. Everytime some good news comes out about AMD, INTC price suffers. INTC will crush AMD this year, I believe, the the price will appreciate. top ff with the fact they don't have a "serious" anti-trust suit against them. This is the big unknown right now. I expect one, as AMD gets more desparate.