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To: Lucretius who wrote (73985)	11/6/1999 6:37:00 AM
From: re3	Respond to of 86076

lucretius, one of the brighter individuals on the amazon thread once said, if you're gonna short an internet stock, short a second tier one like ask jeevies...yep, that was when jeevies was about 35...now look...over a hundred... anything's possible, and i'm sure bubble vision will be workin' ot this weekend to determine a + spin on softie's ruling...

To: Lucretius who wrote (73985)	11/6/1999 7:09:00 AM
From: BGR	Read Replies (1) \| Respond to of 86076

Luc, I have no doubt that you call them like you see them. However, you almost always see them wrong. Thus, the problem is not with your integrity, but with your analysis, which is clouded by your insatiable need to see pain on part of this "POS" market which has drained premia from your poots. Thus for you, costs, discounts, whatever, the market must die! What happens when the bubble pops? Well, when that happens regardless of whether or not MSFT is broken up development costs are going to go up for a lot of companies, as employees will demand non-option based compensations. That has been true for several years and is completely unrelated to the MSFT news. Thus, from that front, MSFT breakup adds nothing to the aid of BK. And if you think that the MSFT breakup will lead to retail competition for the O/S market, think again. Rarely do individuals install their own O/S, that's done by OEMs. So, the competition, again, will be at the OEM level, just like productivity enhancement suites like those provided by Lotus vs. MS, or browsers like Netscape and Explorer. Tell me, at the height of the browser war how much advertisement campaign was going on? Miniscule! And this is on top of the fact that both were free, downloadable s/w, which is rarely true for O/S's. How many folks download and install Linux, and how many buy the cd from Red Hat? But, is the retail O/S sector really important any more? With the Internet, the browser is the O/S equivalent for many, with more and more jobs being done of the Web Server supported on industry strength O/S's (which MSFT never provided anyway). So, competition in the retail O/S market is a moot point anyway. I know that consistency of argument is not your forte, you prefer TRIN charts with expletives on the side. My friend, that's not going to bring this market down. So, please, save your breath. If you must, spend only your money on poots. -BGR.