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Technology Stocks : All About Sun Microsystems

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To: Sonki who wrote (19914)	9/19/1999 4:48:00 PM
From: Mephisto	Read Replies (1) of 64865

Kenneth N. Gilpin interviews Roger McNamee, a general partner at Integral Capital Partners, a Menlo Park, Calf. Firm that makes venture capital and public investments in technology companies. Mr. McNamee spoke about the "magnitude of the challenge facing Microsoft" on the web. Mr. McNamee company's continues to hold Microsoft stock.He sold some of his position in MSFT earlier this year and regrets it. Q. What is likely to be the best indicator of how well Microsoft is doing in the Web-based software business?" A. "If you are an active web user, the key thing to track is the percentage of Web-based, must-have software that comes from Microsoft. These days, those sorts of things are coming from someone other than Microsoft." From: MARKET INSIGHT by KENNETH N. GILPIN from The New York Times, , Sunday, September 19, 1999, BU, P.7 SEE ARTICLE FOR COMPLETE INTERVIEW

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