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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (4704)	11/5/1999 10:58:00 PM
From: Blue On Black	Respond to of 10293

Bill, Dead on. Some of my best IRA plays have been on stuff like this. Years back, when IBM lost the OS/2 wars and people were not kicking down the doors to buy the AS/400, I thought, "This is crazy, Big Blue is still Big Blue". AT&T got cheap before the spinoffs. Same mentality. Both were sweet plays for an IRA. MSFT will be the same thing. . . Not that I like MSFT or anything about them. I don't. But they will be a player for a long,long time. lee

To: Bill Wexler who wrote (4704)	11/6/1999 5:12:00 AM
From: JDN	Read Replies (3) \| Respond to of 10293

Dear Bill: I have to disagree with you on MSFT. Here is why, the whole POINT of the ruling is to be SO FORCEFUL that competitors and future competitors and the people who fund them will no longer be afraid to bring new technology with new solutions to the market. I believe that MSFT will face much more competition in the future than they had in the past. IMHO MSFT is not really well thought of as a company that INNOVATES. Rather they are good at taking others ideas and running with them. That may no longer be as doable as in the past. At the VERY LEAST MSFT is now much more speculative than before thus the PE assigned them MAY be less. As to their future, that depends upon their ability to adapt and innovate, they do have large financial power but do they have the MINDS to accomplish it? Dont know at this point and I dont think anyone else does either as they never had to do it before. JDN