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

To: t2 who wrote (24874)	6/24/1999 6:49:00 PM
From: tony sidhu	Read Replies (1) \| Respond to of 74651

tech2000, hi, i am holding calls on MSFT for July(95)...what is ur view?...getting really scared with the stock acting last couple of days...do u know which day the earnings are in july? tony

To: t2 who wrote (24874)	6/24/1999 8:59:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

T2K: I don't think Gates missed out on the net. He tried to talk it down to buy time for them to catch up and get to market with their product. Concerning the O/S Gates is right. There is no one to take them on in the personal platform area but their may be a broadening of the computer paradigm as new means for accessing information take shape. But I am in the Michael Dell camp, I believe the PC will just become more sophisticated and more elegant in what it is able to do and how it appears. What Jackson and DOJ don't understand is that the OS is just a system of instructions that enable the CPU to take data in and output it after manipulation to a device that is useful to the user. It is not a big surprise therefore that the browser (HTML/Java interpreter/compiler) would become integral to the OS. Since AOL/NSCP don't have a PC O/S they need to pull this courtroom gambit to forestall the enormous advantage that Windows has as 90% of all browsers use Windows to function. In terms of sheer effort it was much easier for MSFT to develop a browser than it is for the competition to develop an O/S.They (AOL/Sun etc) no doubt hope to develop a universal client that is able to talk to any server and operate directly with the cpu but until then MSFT rules. In time the MSFT OS will no doubt encompass voice recognition and respond to other inputs heretofore not conceived of or only available in specialized applications. Sooner or later it will all become pretty seamless. You will be able to buy the OS from CE to a full blown system that runs your house and starts your car in the morning just as autos are sold from basic model to full SuperLX. This is the natural evolution of the product and let's face it without an O/S the CPU is just a dumb piece of Al/Cu and plastic. The O/S here forever. AOL is really a content company with a captive audience (for now)- I don't think they are a threat to any OS but evidently that is what MSFT thinks the judge wants to hear so that is what they are putting out. It is a shame that they have to play this game as there are no real barriers to entry that some brains,cash and courage would not overcome. AAPL had the chance but blew it because they wanted the hardware side as well and put very little back into improving what Xerox handed to them on a silver platter. This whole suit is a disgusting charade whereby competitors who failed in the marketplace sought out the government to help them where they failed commercially. In the end maybe the AOL/NSCP/SUNW consortia will come up with an OS that operates under any CPU with any SUNW server and will in fact present a threat to the installed MSFT base; but that is at least 3-5 yrs before it even begins to see the light of day. JFD