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To: 16yearcycle who wrote (83322)	11/6/1999 3:31:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

I'd keep an wary eye on the near-term effects of any OEM unbundling of Windows and Office. I think RealNetworks, AOL, Sun, and Yahoo enjoy the biggest benefits. I've only read the first 150 paragraphs so far.

To: 16yearcycle who wrote (83322)	11/6/1999 8:00:00 PM
From: Tom Kearney	Read Replies (1) \| Respond to of 164684

Gene - I don't have any unique ideas, how to play the MSFT decision. So much will depend on the penalties, settlement, or whatever, and that would be a long way off. Had I been thinking clearly about this, I think grabbing some 'Red Hat' Friday probably would have been OK. You were talking about MSFT calls recently; I think Monday would be a good time to grab more of those after the initial pummeling that probably will occur. That's all I'm considering. I think people are dreaming if they think Sun, Red Hat or anyone else will materially gain from this. NT ain't goin' away; nor SQL Server, or Word, or .... How does any does this decision help anyone else? Punks like MacNealy and Ellison get an ego boost. That's all I see. JMHO, Tom

To: 16yearcycle who wrote (83322)	11/6/1999 8:08:00 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

<<Do you have any ideas on good ways to play the MSFT decision in the short to intermediate term?(I'll define that as 2 weeks to 6 months.)>> Ek, why ask William? He knows nothing about Msft and never will. You stick to NW stocks. Have you looked at these stocks, and don't forget Ilum and Bsquare? <<Portland's AVI BioPharma streaked to a 52-week high, climbing $2.25, or 55 percent, to $6.313. AVI is working on a cancer vaccine. A Seattle company, Corixa, received authorization to market its cancer vaccine in Canada. Corixa rose $2.50, or 19 percent, to $15.50. Interest in Internet access has been high. Bellevue's Advanced Radio Telecom, which hooks up businesses to the Net, jumped $4.438, or 41 percent, to $15.375. Since a similar company enjoyed a successful stock offering six sessions ago, Advanced Radio has gained every day. Internet support companies have supplanted Internet Web-site and related content companies in tech leadership. Among them: Concur Technologies, up $3.875, or 35 percent, to $15; Onyx Software, up $7.375, or 33 percent, to $29.75; WatchGuard Technologies, up $5.125, or 30 percent, to $22; Primus Knowledge Solutions, up $6.25, or 21 percent, to $36.375.>>