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


To: Cory Gault who wrote (18281)3/18/1999 9:46:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 74651
 
Cory: He was right if he said that at 101!

JFD



To: Cory Gault who wrote (18281)3/19/1999 1:29:00 AM
From: DownSouth  Read Replies (2) | Respond to of 74651
 
For the record, here is Toy's latest prediction of MSFT:

To: DownSouth (15919 )
From: ToySoldier Saturday, Feb 13 1999 5:06AM ET
Reply # of 18305

Right on DownSouth! Now your talking! (you mean $200 pre-split price)

I will say that by June there might be a spike sometime between then that might get close to $200 but it will come back down. As we get closer to summer it will be tougher and the stock will maybe hang at the $180-$190 mark before the fall starts the worse news. So $185 for end of June is my guess.

Toy




To: Cory Gault who wrote (18281)3/19/1999 11:06:00 AM
From: ToySoldier  Read Replies (3) | Respond to of 74651
 
Im right. Very soon MSFT will be under $100 again and likely for a long time. :))

The industry media is going after MSFT more and more each day. But worse yet is that MSFT is their own worst enemy since they are SOOO stuck in development mud that the corporate customer is starting to say "I had enough with MSFT's promises and delays". They are also realizing that what eventually will come out with Windows2000 (aka NT5, aka Windows2001 if the delay keep going...) will be unstable and not what was originally promised.

Also, the industry has been changing drastically since Windows2000 was first thought up several years ago. Open Standards, JAVA, LDAP, DNS (true DNS not MSFT's version of DNS), and the near arrival of 64 bit OSes are now expected in the OS. Proprietary MSFT standards are becoming less acceptable to these open standards. By the time MSFT releases NT5 they will already be 2 years+ behind their competitors. Can you just imagine how long it will take MSFT to roll out NT6 which will likely have 64 bit. Based on MSFT history - are we likely looking at 2005? Thats my guess.

I still hold on to my predictions that MSFT's dark days are near. In fact they already started. MSFT's stock has not been the great mover that it has been known for in the past. Its stock rise will only get slower and slower as other stocks will continually out-perform MSFT.

I will admit that I underestimated how much resistance MSFT has had to this rocky road but it is inevitable. Read the front page of the latest PCWEEK. MSFT Rocky Road Ahead. The industry is not as scared of MSFT as they have been in the past and MSFT is even giving in on the OEM demands - a clear change in MSFT characteristic.

Enjoy your stock though Cory!