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To: Ed Klar who wrote (15)	11/18/1996 9:35:00 PM
From: Ibexx	of 75

I am---only vaguely so. The recent rise in stock price certainly did not reflect that as an immediate concern. You are right that just about every aspect of the software industry is feeling the weight of MSFT, similar to the chip companies vs Intel. In selected areas (such as data warehousing), I happen to have access to top-notch expertise, and it is my understanding some of those threats are over-exaggerated given today's macro elements. Ibexx (Not much of an answer to your question, I know, but I really hate to make it black or white when I only see gray).

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