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

To: taxman who wrote (20653)	4/17/1999 11:51:00 AM
From: t2	Read Replies (2) \| Respond to of 74651

taxman, Could it be that Microsoft will actually benefit from Y2K related fears. If Windows2k is released in early October, could it be the slowdown in the hardware sales that Sun is worried about may be related to plan to switch to a Microsoft platform by many corporations. Just a possibility. I still think Office2k and Windows2k popularity is being underestimated by most analysts and media types. They generally get caught up in the Linux hype not realizing what the reality is. I think MSFT is going to have an phenomenal year but am not sure of the stock----it will be suspectible to the general market conditions late year----we might get Y2K fear related big time selling. That is one reason I have not been buying leaps yet. I am expecting it do great right up until July at least. (However too much depends upon the market conditions at this point---MSFT is not an island although it should be IMHO)

To: taxman who wrote (20653)	4/17/1999 3:48:00 PM
From: Lizzie Tudor	Respond to of 74651

A lot of sun high end servers are running enterprise software packages. Enterprise software has a lot of problems but one of them is definitely y2k... in fact, this term "lockdown" is pretty common these days where absolutely no changes are allowed in software after Sep or so is what I am seeing. Generally software upgrades drive high end hardware sales... the y2k unix fix has been in for 9 mos. Then of course there are always those companies such as McCue systems of Burlingame, Ca that have a proprietary package that runs on a third party VMS emulator that runs on unix, and the VMS package isn't y2k compliant therefore the entire train is at a standstill - heh. There are very few of these cases fortunately. PC software is a whole other matter, I see no reason why you couldn't upgrade even an NT box (that wasn't running Sap) a few weeks before y2k. Michelle