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

To: Art Bechhoefer who wrote (32460)	11/6/1999 8:55:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 74651

-art: You are the man. Why hasn't the world been paying more attention to your prescient recommendations. If you are so rich what are you doing flogging your advice on this board with the hoi poloi? Tomorrow someone could easily circumvent their CDMA patents and then watch them come out kickin'. Keep up the great work. Funny I haven't noticed your name on the board before the government announced the demise of MSFT. perhaps you are a mortician at heart. JFD

To: Art Bechhoefer who wrote (32460)	11/7/1999 12:22:00 AM
From: Brian Malloy	Respond to of 74651

Nice to see some new faces on the thread. It's always interesting to see the new faces whenever some bad news befalls MSFT. However I disagree with your assesment and post something written earlier. To: Hal Rubel </stocktalk/profile.aspx?userid=4593185> who wrote (6888 </stocktalk/readmsg.aspx?msgid=4414025>) From: Brian Malloy </stocktalk/profile.aspx?userid=873698> Bottom of Form 0 Top of Form 1 Monday, May 11 1998 5:54PM ET Reply # of 32272 Bottom of Form 1 To all, What the DOJ and its pitiful knaves and vassals from aligned states are perpetrating is disgraceful. Bill Gates and MSFT have been great for consumers. Gates calls Bankers dinosaurs and he scared the daylights out of them a few years ago. The result he spurred them towards e-commerce and establishing online banking. If it wasn't for Gate's they would not have done this as quickly. As it is when you go to an ATM you probably pay the bank anywhere from $1-$3 for the "right" of getting access to your own money and the transaction costs the banks pennies. Gates is energizing the Cable providers. On their own they have failed miserably at trying to get the internet into the home. They could not create decent settop boxes. Gates steps forward invests a few billion 12/18 months ago and the market now believes that cable will be able to offer high speed two-way connections. The value of cable stocks rockets and the new systems will be comming on line in '99/'00. At the same time cable costs continue to rise as they have a virtual monopoly. DSS just isn't getting enough penetration. Companies like MSFT have done much to drive the economy over the past six years or so. 40% of the growth in the US economy is a direct result of high technology. MSFT is an enabler not only in Software but in Banking and Cable and many other fields. Short sighted politicians and lawyers in their absolute ignorance are attempting to kill the goose that lays the golden eggs with one hand while receivng tainted money and fawning favors from lobbies, PAC's from assorted miscreants. Polls taken by Businessweek, WSJ and the news channels all show that customers support MSFT and don't think that the company is ripping them off. I don't think they would say the same about banks, autos, cable, utilities, phone companies and many other industries that the DOJ just overlooks and is allowing to consolidate - to the continued detriment of the consumer. Whining companies like SUNW and NSCP that are trying to fence off their markets and just plain missed the boat respectively are sickening and it is nice to see that the market is hammering them more than MSFT and they don't even have the weight of the feds and states arrayed against them. I will close with a timely passage from the book The Gorilla Game. The passage makes a mockery of the assertion by several of the AJ that MSFT coerced firms to come to last weeks press conference and speaks to the importance of the MSFT architecture to the industry as a whole. For Gorilla simply insert MSFT. For chimps which in this case is synonomous with chumps insert you know who/what. "We now know from the past decade of high-tech market history that the first of these strategies is simply fatal (Continue its attack on the gorilla in an attempt to wrest mass market control away from it.) Recall that in a tornado, the marketplace must have standards in order to scale up the scope and volume of its offerings. The gorilla's product architecture is the basis for those standards. Anything or anyone who threatens that architecture threatens the marketplace as a whole. So when a chimp attacks the gorilla, everyone in the marketplace-the customers, the service providers, the complementary products providers-all have the same response: Shoot the chimp!" Regards to all MSFT shareholders, Embrace & Extend Brian Message 4476285