How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.92

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Dec 19 9:30 AM EST

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To: Teflon who wrote (28629)	8/25/1999 4:08:00 PM
From: Gerald Walls	Read Replies (1) of 74651

I'm with you: "Who the hell is this guy? He ran an unsuccessful company for a couple years in an industry that's not related at all," said Bruce Kasrel, an analyst at Forrester Research. "Someone who knows how to build a business around media properties' would be a better choice." This was part of what was running through my mind today, even though the Market seemed to react positively to the appointment. But as I thought about it a little more one thought became clear. Cramer said: ================= thestreet.com Belluzzo 3.0 Is a Huge Win for Microsoft By James J. Cramer 8/24/99 10:22 AM ET Before you ask yourself what's going on with Richard Belluzzo, ex-Hewlett-Packard (HWP:NYSE) and now ex-Silicon Graphics (SGI:NYSE), let me tell you that this is a huge win for Microsoft (MSFT:Nasdaq). Belluzzo was a can-do guy at Hewlett-Packard -- my fave exec there. When he got to SGI, he got dealt a two, a three, a five, a seven and a nine. Nothing wild. There was nothing to work with. Now that he is going to Microsoft to head its Internet operations, I think the spinoff will happen and pronto. This guy is a manager of public companies. He will be awesome. He can't have this experience at Silly Graphics held against him. There was simply nothing there. At Microsoft, he will be free to build the institution he couldn't build at SGI. He will do it. That's why Microsoft is running, not because of that Sun Microsystems (SUNW:Nasdaq) court suit. Wall Street loves Belluzzo. It just hates SGI. Random musings: People want in. They use whatever weakness generated by the futures to plow right in. I want to buy IBM (IBM:NYSE) because I know Soundview's call was not negative at all. But Maria Bartiromo is more powerful than the call itself. She spun it negative. So it is negative. What a travesty!

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