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

To: Teflon who wrote (21409)	4/23/1999 11:04:00 AM
From: Jill	Read Replies (2) \| Respond to of 74651

Entering new markets and the internet will be critical if Gates and Ballmer are going to take MSFT substantially higher over the long term. Here's excerpt from the NYer profile of Meeker: "The only big Internet player that hasn't been involved in substantial merger activity is Microsoft, and Meeker puts that down to the fact that it's currently hamstrugn by its legal battle with the Department of Justice. Microsoft has been on her buy list since 1989 and the firm is now worth a stunning four hundred and seventy billion dollars, but she believes that tis dominant market share will eventually be undermined by the Internet. "It's highly likely that someitme in the next ten years someone will make a great call, downgrading Microsoft's stock. But figuring out when to do it is goin to be very, very tricky. Things can crack, but it can take years for the crack to become apparent." Of course they're as aware of this as she--which is why they're trying to move into wireless, to put code and software when the pc revolution really moves in that direction soon, and why I think they will ultimately make an acquisition. What do you think? Jill

To: Teflon who wrote (21409)	4/23/1999 11:17:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 74651

a dilutive EPS impact may not be such a bad thing. Especially if it is going to move MSFT's internet properties to the next level. Tef: If they buy a company with 30% growth or better, they pay so much that the street knocks the stock down. If they buy a company with low growth that needs a "turnaround", the street knocks the stock down. (Remember "Compaq buys DEC?) CSCO buys startups that have not done an IPO, and it has worked like a charm for them. Softy has been doing the same. I would hate to see MSFT diversify.