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

To: John F. Dowd who wrote (32465)	11/6/1999 9:26:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 74651

You're right, John, I was spending my time on other boards, but I wanted to see for myself just how people were reacting on this board. Because of the size of MSFT, whatever the stock does can influence other stocks as well. The main reason I have not been a recent investor in MSFT is that there are better opportunities elsewhere. To put it all in perspective, I also have not been an investor, or recommended investments in IBM, AOL, SUNW, or CPQ. And, unlike many other investment advisors, I deal almost exclusively with smaller investors, whose portfolios typically have values running anywhere from $15,000 up to, in rare instances, $2 million. I am not bound by the need only to look at big stocks, nor, acting independently, am I bound by the need to go with the flow. If you want to consider me one of the hoi poloi, fine. All I do is look for companies with great potential and management with great sensitivity to shareholders.

To: John F. Dowd who wrote (32465)	11/7/1999 12:27:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 74651

>> Tomorrow someone could easily circumvent their CDMA patents and then watch them come out kickin'. JFD, I understand you offer your comment in the spirit of debate, but you apparently don't understand the strength of Qualcomm's ipr portfolio or the mechanics of the wireless sector. The thing that attracted me and my fellow Gorilla hunters to qcom was the similarity of their business model to the other great Enabling Gorillas - msft, csco, and intc. In all 4 cases, barriers to entry for erstwhile competitors are huge and switching costs for users are enormous. Imo, that is the reason why msft will survive the errors they have made in their battle with doj and continue to be a stellar LT investment vehicle. Best regards, uf