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To: Kachina who wrote (16745)	9/28/1999 5:27:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 17305

Kachina: My post was meant to throw a little sarcasim on Balmers comments regarding overvaluation. I have bet that WIN2000 will be a HUGE hit for mr softie and the overvaluation will continue. From a fundamental perspective on Win2000 I've spoken with a few programers and a couple of key IT people at a 3 large insurance companies and 1 bank that have been testing the product. They have given very positive reviews and expect to be upgrading the current platforms utilizing NT4 as well as utilizing it in new areas. I've spoken with one independant consultant that has recommended our office (4 person shop with one file server) wait until its released (vs. Novel 5). (We have some hardware and software issues and have to upgrade in Nov. so the release date is critical for us) I have allways been a proponent of MSFT. They ship products that their customers want and the products are a lot more stable for the everyday environment than they are given credit for. I felt MSFT was about to start a breakout prior to Balmers comments (although his was just a straw the market needed to break) and now we'll just wait for earnings and forward guidance. Thanks for the note and they are not overvalued IF they keep a 40+% growth rate which WIN2000 has the ability to provide Tim

To: Kachina who wrote (16745)	9/28/1999 9:01:00 PM
From: Pink Minion	Read Replies (1) \| Respond to of 17305

They have that model down. It is proven, and it works. Sell the OS, and tightly couple the OS with applications, and sell them together. Resell over and over to the huge base. Go for broke and take no prisoners. Yea, and illegal too. The judge will be ruling in a few days. MSFT drug dealing days are over. In 5 years every computer will be running Linux and if you want that crappy software you'll have to pay for it. You'll be telling you grandkids "Yea, I used computers when they crashed everyday". The open software movement is the next big thing - read up on it. Companies have to have control of their software. Win2000 is a JOKE - 40 million lines of noodles. MH