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

To: PMS Witch who wrote (29366)	9/10/1999 11:35:00 AM
From: jkb	Read Replies (1) \| Respond to of 74651

General opinion on why I am bullish on MSFT for the intermediate term. There is perception on the street that Linux servers and StarOffice are a true threats to MSFT - and that may be somewhat of the case on web/ftp Linux servers on the public Internet (today) - but definitely not the case on corporate desktop and backoffice servers - where there is indeed perception that Linux and other players have opportunity to beat MSFT. That will not happen - MSFT will continue to win in that prime space. And I would be willing to venture that once Win 2K is released code - that it will have a good opportunity of being the new going forward standard for web/ftp servers on the public Internet - especially true since Win 2K looks solid from the performance/reliability/security perspective. Meanwhile - all this perceived competition from Linux and others (including Sun StarOffice) is great for the litigation against MSFT. I would bet that lawyers for MSFT are using this 'new' competition - as strong evidence of 'look at all this new competition' - for their defense trial. I would be willing to venture that MSFT will indeed be acquitted of all major litigation charges. All this bodes well for MSFT - and I would assume that would mean real good things for MSFT investors in the intermediate and long term. Anybody who is fully out of this stock right now is under significant opportunity cost risk.

To: PMS Witch who wrote (29366)	9/10/1999 1:56:00 PM
From: Teflon	Respond to of 74651

CGI and MSFT Deal: CGI Reaches Into North American Markets With New Microsoft Alliance PR Newswire, Friday, September 10, 1999 at 12:20 Company Focuses on Providing Leading Enterprise Solutions for Telecom And Financial Services Markets TORONTO, Sept. 10 /PRNewswire/ -- CGI (NYSE:GIB) today announced an enterprise alliance with Microsoft Corp. (NASDAQ:MSFT) that will enable CGI to develop and deploy leading-edge solutions for the telecommunications, government and financial services markets across the United States and Canada. Under the three-year agreement, CGI will deliver best-of-breed, reliable solutions based on the Microsoft(R) enterprise platform in order to meet the changing needs of its clients. Based on the market potential of this agreement, CGI is targeting revenue growth of US$500 million over this three- year period. "CGI is pleased to have signed this agreement with Microsoft, a world-class provider of software solutions," said Jean Brassard, president and COO of CGI. "After investing heavily in year 2000 compliance, companies across North America are preparing to launch new IT solutions that utilize emerging technologies including e-commerce and Web-based applications. Teaming with Microsoft will allow CGI to maintain its leadership in Canada in these emerging technologies, while significantly enhancing its access to large U.S. clients. Combining CGI's strong systems integration, consulting and outsourcing expertise with Microsoft's well-established technology solutions provides for a powerful service offering." Under the alliance, Microsoft will provide CGI with software, development and support services, and CGI will invest in the training of at least 500 new Microsoft Certified Systems Engineers (MCSEs), Microsoft Certified Solution Developers (MCSDs) and Microsoft Certified Database Administrators (MCDBAs) to design, develop and implement business solutions. Additionally, Microsoft will provide Microsoft Consulting Services personnel to CGI for assistance in knowledge transfer, practice development and customer project support. The agreement, which is nonexclusive for both companies, will further enhance CGI's ability to serve the needs of clients that have selected the Microsoft platform as their technology of choice. The agreement addresses the tremendous growth Microsoft is experiencing in the enterprise space and the requirement for enterprise partners that can deliver rich solutions to their customers. "It's exciting for us to have CGI as an enterprise partner and to have our products complemented by its strong systems integration, consulting and outsourcing expertise," said Simon Witts, general manager of Microsoft Canada. "We rely on strong partnerships to help us provide our enterprise partners with fully integrated, end-to-end information technology solutions to help them improve their businesses. CGI brings strong market knowledge, industry expertise and sales force capacity to help us better understand the needs of businesses in key market sectors such as insurance, banking, telecommunications and government." "This is an important alliance because it provides a great opportunity for us to reach out to our enterprise customers with CGI's business solutions expertise in consulting, systems integration and outsourcing services," said Orlando Ayala, senior vice president of Microsoft Americas and South Pacific region. "This North American alliance will focus on the emerging industries of telecommunications and financial services, and we are working with CGI to provide customers in these industries with leading-edge solutions." Teflon