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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: Al Bearse who wrote ()6/14/2000 10:20:00 AM
From: Frederick Smart  Read Replies (2) of 74651
 
Comments Anyone.....?

From the NOVL thread.....

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To: scott blomquist who started this subject
From: Frederick Smart Wednesday, Jun 14, 2000 9:57 AM ET
Reply # of 32408

Connecting ASPs.....

>>Who else is looking to get into this ASP market, and needs the software technology tools? CSCO...LU...?

Is NOVL ready to market and deliver to this market?>>

The REAL game will be in "connecting" - ie. tracking, securing, billing, blending, bundling, threading, sharing, slicing and dicing - all these SERVICES from these emerging platforms together.

As this transformation unfolds, the power of technology will be moving from a device/platform-centric controlling "business" model to a INDIVIDUAL-centric "service" model.

The "ASP space" is already being set up for this unexpected reality as threaded/connected power from WAP, Voice Activated apps activated through a growing array of devices will force ALL these services to "open up."

How are all these cross platform personalized blends and bundles of services going to be tracked/measured/billed, etc??

How do you say "Who is Drew Major?" For I really believe Drew's stuff is really going to "wow" people.

My guess is that Novell is just beginning to grasp this incredible potential with greater and greater sense of urgency.

This XML stuff is very tribal, out there and NEW. It unmasks us all into two camps: open vs. close; possessively proprietary and controlling vs. letting go and trusting. It makes us all "partners".

My other guess or "feel" is that Microsoft is busy spending time trying to get inside the XML goose in order to hook/control it just like they did the windows platform - on the theory that the first to "weave the web" wins.

If they try to weave a controlling, proprietary web they will simply cut themselves off from this river of energy which is mandating openness, connectivity, collaboration, cooperation and communication.

Which raises another interesting point:

Jeff Bezos was quoted in Wired - sorry Kilo - this week as saying "communication is a necessary evil." He said something to the effect that perfect organizations should have ZERO communication internally for they are spending ALL their time serving and communicating with customers. He said that he goes overboard making this point and that many people and his partners "think I'm crazy", etc.

I thought he was nuts at first, too. Until I stood back and it struck me. If there's trust between people inside the organization and the organization is "optimized" structurally to serve the customers, there should be very little need to communication internally. Trust and an clear organizational understanding replaces this need. Jeff's insistance in making this point helps, too. Perhaps Jeff's leadership as it relates to these core values is what sets the foundation for such trust within Amazon which allows them to focus 10,000% on "the customer."

Following this thread, if you look at areas where trust is in short supply there should be an increase in "communication."

Ahh, politics!!!

Or as Paul says, Ughh!

Peace.

GO!!

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Amazing all the "communication" going on in MSFT's world. The government has found Bill's soft underbelly: too little trust. I think the days when only the paranoid survive are over.
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