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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%12:59 PM EST

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To: Nirmal who wrote (22504)5/11/1999 1:23:00 AM
From: Frederick Smart  Read Replies (1) of 74651
 
Will Microsoft Become A Black Hole??

>>On the other hand almost everyone on planet has vested interest in MSFT stocks and the whole market will go down big time, if MSFT is split and the stock goes down. So, i guess the feds would be cautious in their moves, considering this.>>

Better get off this planet.

Give me a break. Splitting Microsoft up would unleash the greatest period of innovation and explosive growth in US technology history.

Mayby all you guys will have to learn how to pick stocks and learn about RISK once again

From the SI Novell thread. Cheers everyone!

To: Victor Danti (26874 )
From: Frederick Smart Tuesday, May 11 1999 1:12AM ET
Reply # of 26879

Directory-Centric Computing Muddle......

>>We are in the business of building a directory-centric
computing model, and right now there's no one else in that space.
Once customers deploy the directory, they are customers for many
years to come.>>

Someday I'd like to meet Eric. For we are really breaking incredible new ground here every day, but I'm still at a loss for what kind of hammer we should come up with so that every Tom, Dick, Joe and Harry and Jane and Jill and Marge have even the beginning of a clue as to what Novell means in all this.

We've been preaching open this, extend that, go higher, end user, its the INDIVIDUAL stuff and it's all valid and important. But Joe WebUSA needs a can of beer in his hand just to have a chance of understanding this stuff.

How about if we imagine the computing universe as evolving much like our universe evolved since the BIG BANG - simply expanding over time and space to create new suns, planets, solar systems, living environments, etc.

Go back into your geek history and give your own labels to planets, suns and solar systems. Will the Windows star become a black hole? Where is all the new energy going these days?? What new "suns" are powering new solar systems, living environments, networks, communities etc.

We've all known for some time on this thread and inside Novell that the real energy is reaching out to more and more people, devices, things, etc. We've talked about this concept before. Bill Joy is there with Jini. Eric can nail this, too.

Just for laughs, fast backward to the Bill and Steve show in this weeks Business Week cover story......"Remaking Microsoft".

Reads like some Dick Tracy comic strip......(page 112 May 17, 1999)

>>"January sent Balmer globtrotting for the company's semiannual business reviews. It was Jan. 14, and Balmer was in the midst of taking 60 pages of notes from a discussion with one of his Euopean managers when his ideas clicked. We needed to "reinvigorate the vision", he says, that computing power will be on any devices, anywhere. And the only way to know which software would be best in this new wired world would be to listen to customers. He sketeched out the rough oulines of Vision 2 on a yellow legal pad. Balmer reaced to meet with Gates at his home on the next avalable weekend. "I wanted to make sure before I got too excited that we were in synchronization," says Balmer. While the two came at it from different vantages - Balmer from the business perspective and Gates from technology - the pair agreed.>>

What a hoot!!

Where have these guys been hiding out??

Is this the example of what happens when you realize that hollering, yelling and pounding your baseball bat in your hand no longer works to motivate people?

I look on the cover and think, My God these guys have really lost it.....

You know I hope they get angry more often and try to destroy some more companies. The more they use that strategy in this day and age, the sooner they will find themselves irrelevent.

The world is passing windows by at an accelerating pace right now.

It's scary to think how quickly this is going to happen.

But back to Novell. These folks need to loosen up.

There's got to be some "Tony The Tiger" branding - another dying term - answer to help people associate Novell with this incredible new power that's being addressed in this "directory space" right now and going forward.

Eric, let's turn this challenge over to the people on this and other boards.

Perhaps Paul can save us.

Paul, where are you good buddy......??

GO!!

Eureka! Regan's College town here in Illinois...How bout ONE WORD.......GO!!
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