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

To: 16yearcycle who wrote (28442)	8/21/1999 12:26:00 AM
From: DownSouth	Respond to of 74651

These two articles deserve two responses: Wow! and Wow! I would expect some very positive market reaction Monday, bwdik.

To: 16yearcycle who wrote (28442)	8/21/1999 8:03:00 AM
From: t2	Read Replies (4) \| Respond to of 74651

Eugene, Those are great stories for MSFT stock. I have been puzzled why it had not gone up yesterday. Concluded that a lot has to do with the Windows computer bug and the Compaq Alpha chip stories, it seems logical. I still watch the move of INTEL in relation to MSFT. Intel is at all time now. I sense there is a lot of catching on the part of MSFT, making it the ideal investment going into the remainder of the year. There may also be some hedge fund managers who want to take up short positions going into the oral arguments phase of the trial which could cause some drops in the price. Right now I consider it also as great defensive play. Even though it is now my number 2 holding (behind QCOM), i plan to make it number 1 within a week or so. Companies like Dell and INTEL are betting their future on Windows2000. I even sense that there is some rivalry between SUNW and Intel after Sun's plan to introduce a new chip. My guess is that INTEL and MSFT are going to get closer again simply because they will be facing common enemies. That strategy would help both companies just like in the good old days! There is just so much potential in the stock price at its current level. I am still in the planning stages of getting into an over 50% weighting in MSFT along with call options.

To: 16yearcycle who wrote (28442)	8/22/1999 12:18:00 PM
From: Tom Kearney	Read Replies (1) \| Respond to of 74651

Gene - I think the first story would make a classic study of how tough it is to set standards, and co-ordinate large software systems. This is a big part of the reason why Windows succeeds so well: it is much easier for one company to unilaterally create a standard, as MSFT did. DOJ would never understand this. This is why so many companies IBM buys disappear, never to be heard of again; it is tough to integrate diverse software suites together. The linux note was interesting, too. I can't see the market spiking just on this news, because it is too esoteric. But, I would think for us it affirms MSFT's dominant position going forth. BTW, Wired has a short blurb claiming someone has an easy to set-up, easy to use linux package. It would be interesting to see this, but I doubt it matters, really. I think, though, Wired is the best financial magazine around, at least for a silicon investor like me. Very interesting Nokia story, too. Regards, Tom