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

To: John F. Dowd who wrote (30287)	9/30/1999 1:10:00 PM
From: Gerald Walls	Respond to of 74651

I wonder what Toy would think about this... Briefing.Com sez: 11:32 ET ****** Novell (NOVL) 21 +9/16 : Novell invests $100 million in Whittman-Hart (WHIT), (36 3/4 +7/8) in a strategic alliance designed to sell more Novell Directory Services. It is always disconcerting to see technology companies having to pay other companies to get excited about their technologies, but Novell really doesn't have much choice. Novell's biggest challenge is how to grow beyond their installed base of existing Netware PC clients. Novell Directory Services is one product line that helps. NDS provides a why of viewing a heterogeneous network as a single entity. When you have mainframes, minicomputers, and client-server systems all linked together in a hodge-podge fashion (which is what most large corporations have), being able to access and view the entire system as one network is a plus for IT management. So, why the investment in Whittman-Hart? Whittman-Hart is a well-established systems integrator and consulting firm that helps corporations design and implement IT systems. This investment is designed to get Directory Services as a key component to the solutions Whittman-Hart proposes. Presumably, it would also provide a way to leverage the sale of other Novell products into the enterprise. Obviously, it would better if Whittman-Hart simply choose Novell Directory Services independently, because of its superior features or price. But since Novell really has to do something to make sure they don't wind up having only upgrades to sell to the installed base, this move is at least in the right direction. The fact that they are buying stock in a strong company with good growth prospects is also a plus. Investors interested in this deal might want to take a look at Whittman-Hart. They are one of the few systems integrators that have kept their revenue growth rate high both during the Y2K boom, and into the Y2K spending slowdown. - RVG

To: John F. Dowd who wrote (30287)	9/30/1999 4:11:00 PM
From: John	Read Replies (1) \| Respond to of 74651

I have had enough of the irrational depression. Good call, John! I hear you! :-) John, have you ever been to a casino? I have been to several, but only to eat. (After looking at the mathematics of gambling, I quickly reached the inescapable conclusion that winning without cheating is statistically impossible, so I abstained.) Anyway, the wild atmosphere in a casino is beyond belief. Money is flying around like crazy, and everyone is losing their shirts. It's chaos and bedlam all rolled up into one, but the drive to "get rich quick" radiates from the eyes of the masses as though they were possessed. My point? With the advent of online investing, I believe that we have experienced a massive influx of people with the same mindset as those "casino gamblers" I just described. These people truly believe they can double their money on a weekly basis. If it doesn't happen, they bail and move on to their next "sure thing." I am convinced this mentality is enhancing market volatility, and the effect is increasing. The big winners in this new climate are the online brokers, NASDAQ market makers, and long term holders. The daytraders, with few exceptions, will fall by the wayside. I view MSFT as a 5 star mutual fund, designed to grow and prosper. I deposit money in my "MSFT mutual fund" on a regular basis, with the trusting faith it will grow. Are ye with me? Any thoughts? Regards, John