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Technology Stocks Microsoft: Windows 97

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To: Bruce R. Schlake who wrote (42)	1/31/1997 6:38:00 PM
From: Daniel Schuh	of 74

Boy, I shouldn't butt in here (Hi Sal) but I just stumbled in on this and I got to wonder: "They said Microsoft's current market capitalization adjusted for inflation is what IBM's was in 1951. From that point, over the next 9 years IBM went up 16 times in value." Microsoft's current market cap is $130 billion or so, #4 overall and pretty close to the current #1, GE at $170 billion. Do you guys really think Microsoft will be worth $2 trillion in 9 years? The company has had a great run, but it's a large cap stock now. All the new worlds Mr. Bill has in his sights have established players who might be a little harder to roll over that lotus and wordperfect. Cheers, Dan.

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To: Daniel Schuh who wrote (54)	2/1/1997 11:48:00 AM
From: VICTORIA GATE, MD	of 74

I hold everyone buy msft know MSFT p/e is 53.7 now what we need to do ? CSCC DOWN 37.3 % in 2 day intel p/e only 28

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To: damniseedemons who wrote (50)	2/1/1997 10:36:00 PM
From: Kevin OBrien	of 74

We got it too but it cost $US65 with Tshirt/cap (made in NZ!) I like the new product and it will drive sales. That has already started for us. We will be bundling it with our new PC's this month. This should be a good year for PC sales as the old 386 customers of 4-5 years ago are now returning for upgrades or replacements along with a lot of early 486 adopters. They all want the latest and Intels MMX chip is hot. BTW Sal, Microsoft doesn't pay dividends so how do I impute a dividend cover which my model requires ? Any thoughts ? Kevin

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To: Roger Tabry who wrote ()	2/2/1997 3:16:00 PM
From: Adam Schwebel	of 74

Hey Roger, Information about Windows 97 is available at winmag.com. It will probably be released mid year, with betas released sporatically starting in February. Many of the improvements are currently available via Microsoft's web site. Get the Powertools file. The 97 version of Windows will probably just be like Office 97, with most of the improvements involving the Internet and better collaboration features. I see the only real advantage of Win 97 is if the consumer has a dedicated web connection, otherwise you will probably have to leave the computer on hogging up bandwith and phone bills, if you don't have unlimited access. This could potentially cause a huge bandwith problem, even worse than we currently have, who knows, we will have to wait and see what companies like Microsoft and Cisco do to relieve the bandwith problem.

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To: Jay Rommel who wrote (47)	2/2/1997 7:55:00 PM
From: Vikrum Singh Nijjar	of 74

>> MSFT just gave me Office 97 Pro ($600) for free .. >> I went to a Dog and Pony show by MSFT and they gave away >> about 6 figures worth of software ... Where was this?

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To: damniseedemons who wrote (53)	2/3/1997 1:42:00 PM
From: teresa spizzuco	of 74

what kind of comment is this?

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To: teresa spizzuco who wrote (59)	2/14/1997 2:09:00 PM
From: Roger Tabry	of 74

Getting onto bigger and better things... Microsoft stands at $100 as of teh time I write this note. Anyone see a stock split in the future? Say...around $130 or $140? At the rate the markets are going, this should be in about 4 months or so.... Anyone? Roger

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To: Roger Tabry who wrote (60)	2/14/1997 9:53:00 PM
From: Mike Magarahan	of 74

Certainly by the end of the year, but my guess is again at 150 to 160. The only thing that can stop it is government interference, but I don't want to bet my life against that.

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To: Mike Magarahan who wrote (61)	2/17/1997 10:18:00 PM
From: Roger Tabry	of 74

What "government interference"?

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To: Roger Tabry who wrote (62)	2/19/1997 8:18:00 PM
From: Mike Magarahan	of 74

Anti Trust nonsense, like the interference that made the INTUIT buyout too much hassle. Boy, that would have been something. You probably know this but let me say it anyway for those who don't, Microsoft didn't give a hoot for Quicken's budgeting, Bill was after those electronic banking contracts.

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