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

To: Ian Davidson who wrote (27171)	7/23/1999 8:05:00 AM
From: Teflon	Read Replies (1) \| Respond to of 74651

Thanks for the post, Ian. Here's another one on the shareholder meeting: dailynews.yahoo.com I found these blurbs the most interesting: Microsoft President Steve Ballmer, who is traditionally among the most cautious of the executives to present at the annual meeting, called the bullish expectations ''outlandish and crazy.'' ''We have more competition than ever,'' he said. ''We're fighting the law of large numbers in a way we've never fought the law of large numbers.'' But that message was nearly undermined when Chief Financial Officer Greg Maffei, in response to a question, said he expected revenue growth to accelerate again in fiscal 2001. Ballmer and Chief Executive Bill Gates, seated next to Maffei on stage, clearly disagreed. ''Turn off his mike,'' Gates joked after Maffei's comment. Here's another one I found interesting: Maffei said the company continued to see a ''grand opportunity'' in investing in cable television and telecommunications infrastructure companies. But he said it was uncertain whether the company would make additional investments as big as its $5 billion equity stake in AT&T Corp. and Executives reiterated that the much-delayed Windows 2000 operating system, the critical successor product to its lucrative Windows NT line of products, was on track to be released by the end of the calendar year. But Maffei cautioned that corporate buyers likely would be slow to adopt the new system, which he said would mean a relatively slight revenue boost in the current fiscal year. Analysts, accustomed to Microsoft's cautionary stance, agreed there was some uncertainty about the year ahead but said there were few surprises at the meeting. Hope this is helpful, Teflon

To: Ian Davidson who wrote (27171)	7/23/1999 4:57:00 PM
From: Alan Buckley	Read Replies (1) \| Respond to of 74651

This idea to focus on making MSN Messenger able to speak in lots of formats including AOLs is a very good one. Embrace and extend, baby. ---------- "In a move announced separately, Microsoft Thursday fired a new shot at rival America Online Inc. with a long-awaited Internet instant-messaging service. AOL makes an extremely popular version of this service, which allows users to send each other messages that pop up on their computer screens. But the new Microsoft service allows users who are also AOL customers to send pop-up notes to users of both services; AOL users now can only send messages to each other." "Microsoft's new MSN Messenger Service is designed to complement AOL's service, as well as Microsoft's popular Outlook software and its free e-mail service known as Hotmail. The new Microsoft service relies on a Hotmail account and a free piece of software that users download from the company's Web site. AOL messaging users who download that software are asked to enter their screen name and password, and asked if they want to import their existing "buddy list" of AOL users with whom they correspond. After that process, those users may use Microsoft's software to send instant messages to other AOL users or to people who use only the Microsoft service. Ann Brackbill, an AOL spokeswoman, said the Microsoft service raises some "serious" privacy and security issues. "They are violating the cardinal rule of the Internet by asking users for their screen names and passwords,"she said, arguing that Microsoft's use of AOL's naming system is "akin to hacking."