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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Sir Francis Drake who wrote (24860)	6/24/1999 5:53:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

No disrespect, Morgan, but this is not about having concerns as to where MSFT's stock price is headed in the long term. If I had any real concerns, I would not hold the long position that I do. And believe me, we are not talking a few hundred thousand dollars. I am upset at the obvious *collusionary behaviors* that are coming to light between the DOJ and its key allies in this trial. It gets to the heart of where I fear our government is headed, and it also has materially effected MSFT's share price and the overall market throughout this trial ordeal. That is significant, Morgan, regardless of how confident you and myself are regarding MSFT's bright future. If this trial was based on sincere allegations driven by a government agency that was truly out for the benefit of consumers, I would keep my mouth shut and encourage a fair trial be had. But this is clearly not the case, and the more layers that are pealed back from this onion, the stinkier this whole circus is starting to smell. Just my $.02. Teflon Teflon

To: Sir Francis Drake who wrote (24860)	6/24/1999 6:04:00 PM
From: RTev	Read Replies (2) \| Respond to of 74651

Do you honestly* believe MSFT is going to be hurt by this AOL/Microwerks deal? C'mon.* Exactly. Microsoft misses competitive threats occasionally, as they did when Clark started Netscape, but on this one, I think the MS person got it right when stating (according to today's testimony) "Platform threat - AOL doesn't have it in their genes to attack us in the platform space". I'm sure they'll be a few days of activity around this announcement. It brings up some interesting questions: -- Did AOL fail to produce responsive material that could have indicated this sort of deal was in the works? If so, then they could run into legal trouble, and Microsoft might manage to re-open the trial for some additional testimony and exhibits. -- If AOL did produce responsive material, did Microsoft's legal staff fail to notice the significance of the material? If so, then they're probably just SOL.

To: Sir Francis Drake who wrote (24860)	6/24/1999 9:27:00 PM
From: Russ	Read Replies (1) \| Respond to of 74651

I think you guys are going way overboard on this. Had you ever heard of Microworkz before today? They're at the PC expo, with something called the iToaster, which they call an internet appliance. It costs $200, it displays on your TV screen, and you can surf the Web. Can you say WebTV? It will be competing directly with WebTV, which is a major loser for MS. I have no idea of the iToaster will fare any better than WebTV. As far as no MS software, how do you think they can keep the price under $200? As far as some nefarious, underhanded secret plot, AOL has been talking about set top boxes for quite a while now. Lots of people are talking about set top boxes. Windows CE is designed for set top boxes, and MS has been spending billions trying to get it adopted, but its not obvious that WinCE will be dominant. AOL has been talking about building their own, but it makes sense to build an AOL client for someone elses box, and resell it.