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

To: blankmind who wrote (28002)	8/6/1999 10:12:00 PM
From: larry	Read Replies (2) \| Respond to of 74651

MSFT is the king of gorilla stocks. Some funda manager will even argue that MSFT has become a mutual fund issue. I was very negative about AOL at 170s. However, issue has a strong customer base and its management team sure knows how to face adversaries. And I don't believe that MSFT will truly provide free internet access. Even if they do so, AOL should be able to find another way to compete head to head. I don't think that all those companies are that stupid to throw 100 million into advertising on AOL site. And even Softie himself is regarding AOL as his public enemy #1. AOL at 90s is fully valued, or even a bit more overvalued if the rate keeps hiking up. However, at 60-70s, I believe that it's a good long term hold. I personally prefer YHOO!, but the issue is at least 25-40% overvalued based on the closing price today. I will be a buyer at 85-90. good luck, larry

To: blankmind who wrote (28002)	8/8/1999 3:43:00 AM
From: John Chen	Read Replies (2) \| Respond to of 74651

blankmind:How much impact would a $150/NetPC with no OS, just browser, has on MSFT. I know it's really not PC. But that would take away one SELL per those who just 'browse' or 'online shopping' or 'online trading' and turn the computer off. Example: my wife. We have 2 PCs and looking at 3rd or 4th. An appliance like $150 would make sense. I have small holding on MSFT, not expecting this STOCK performs as in the past, a steady 15-30%/year would be OK. A big back breaking trend is all I care to avoid. Or that segment is not a big dent for MSFT. Also, a lot of company meeting and business are using PC and internet combination. PC for preparing stuff, and internet to pull things together. Is that the reason INTC is bucking the trend lately.