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To: bill meehan who wrote (22361)2/28/1999 4:19:00 PM
From: yard_man  Respond to of 86076
 
Actually, I saw the news and didn't want to miss out on the good prices.

Now the recent story I saw said that more than 10% of what MSFT saw was bootleg -- Let's be real conservative (on MSFTs side) and say that 50% is bootleg. That means that 50% of the sofware would be legit and the volume going through that place on a day is not peanuts ... if it is all coming from either PCs that are being resold that were sold to distributors or sofware that was being sold retail somwhere ...

I think that stock prices of DELL,INTC, MSFT and CPQ are all set to get real adjustments (not just puny 20% setbacks that last a couple of weeks) by this summer ...