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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

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To: Sir Francis Drake who wrote (22554)5/12/1999 1:32:00 AM
From: ToySoldier  Read Replies (2) of 74651
 
Your right Drake. I am seeing MSFT's stock price too far in the future. You might be able to see short term trends. I see it at a much longer outlook. that is because I see MSFT's troubles as they continue to feel the increasing pains of missing the new Internet Paradigms. They have become a over-weight lumbering corp. They cannot move at the speed of the thought! More importantly, they cannot move at the speed of Internet!

Windows2000 is a perfect example of what I mean.

BTW - if MSFT thinks that there is a market to be found in Web-TV with Windows CE, dream on. All previous iterations of Web-TV have been technical and as a result marketing failures. WHY? Because current TV resolution is no where near the capability to clearly display much of the text on the Internet web-sites. The majority of consumers will see it and gag at its limitations! I have seen and worked with Web-TV for 3 years. It was a marketing flop here with the Telco who tried to introduce it. MAIN REASON - the capability, clarity, and useability of WEB-TV was not worth the minimal savings of getting a computer and Internet connection. A WEB-TV station doesnt come close to a full-fledge computer in all these areas of critique.

So, MSFT & AT&T have gone into a deal that will not be a marketing success. It will fail like all others have. Windows CE will not be the magic bullet to change the WEB-TV fortunes.

Toy
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