Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: kemble s. matter who wrote (146717)	11/7/1999 12:28:00 PM
From: Ian@SI	Respond to of 176387

November 7, 1999 Competition Could Beat Microsoft Trial To Punch-Analysts SAN JOSE, Calif. (AP)--A judge's ruling that Microsoft Corp. (MSFT) wields monopoly power may be too late to alter the high-tech industry in one key respect: Competition over the way the world accesses the Internet is already moving beyond its Windows-based technology, observers say. In the two years since the Justice Department brought its antitrust lawsuit, competitors have become emboldened to begin looking for alternatives to the Microsoft operating system that runs on more than 90% of the world's personal computers, analyst Rob Enderle of Giga Information Group said. "Microsoft may well be in a fight for its life anyway," Enderle said Saturday. "A lot of the advantages they had to dictate to their partners and their customers were changed during the course of the trial." Microsoft has endured much criticism for attempting to dictate onerous contractual terms to computer companies and others that buy Windows, but it may no longer be able to do so. "It's clear Microsoft was heavy-handed with its vendors, but those vendors now are much more able to balance Microsoft's power," he said. "The power Microsoft once wielded is shifting into the hands of the big providers of Internet access, such as America Online (AOL)," and those who control the pipelines into homes and businesses such as telephone, cable TV and wireless companies, according to Enderle. Microsoft competitors have found that many consumers don't want or need the cumbersome PC operating systems to surf the Internet for information, shopping and communication. A range of mobile products, from Internet-accessible cellular phones and handheld computer organizers to games consoles and music download devices, have hit the market with brisk sales. Several computer companies - including the two largest domestic PC makers, Compaq Computer (CPQ) and Dell Computer (DELL) - reportedly are working on inexpensive desktop machines that surf the Web without the Windows operating systems. And companies that do require operating systems to run complex tasks are starting to embrace competing technology offered by companies that tout the free Linux operating system and other systems, such as Sun Microsystems (SUNM). "The industry has opened up, and Microsoft cannot wield the monopoly power it has been wielding," said Sun Microsystems' vice president and general counsel, Michael Morris. Sun created the Java programming language that allows software to be written to work on multiple operating systems. Microsoft has generally responded to competitive threats by buying competing technology to stifle it or using its muscle to force vendors to ignore it, critics say. "There has been some great technology that has been literally squashed and has not been able to see the light of day," said Ransom Love, president and chief executive of Caldera Inc. (CDLF), a Utah-based software maker that is suing Microsoft in a separate case charging predatory practices. "Some of those technologies now are being validated by the industry." District Judge Thomas Penfield Jackson's ruling Friday was a preliminary step toward a final judgment in the case. That decision, which may take months, could lead to sanctions as serious as the breakup of Microsoft and a reshaping of the multibillion dollar high-technology industry. Some analysts are concerned such drastic moves could do more harm than good. They suggest the best move for either Jackson or the Justice Department would be to slap Microsoft on the wrist for its abuses without hampering it from moving forward. "The effort is to remove the cancer without taking the patient out and shooting it," Enderle said. "It's become much more important to keep the company viable to act as leverage against the new power players on the block."

To: kemble s. matter who wrote (146717)	11/7/1999 10:52:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Kemble, it looks like Europe is going well. Dell and Siemens posted the strongest growth among the top-tier vendors with growth rates of 49 and 41 percent, respectively (see Table 1). www1.newsalert.com Pat

To: kemble s. matter who wrote (146717)	11/7/1999 11:02:00 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Kemble, Dell Computer is providing the aerial camera from the blimp in the NFL Tennessee/Miami game tonight on ESPN. Pat

To: kemble s. matter who wrote (146717)	11/8/1999 9:28:00 AM
From: Dorine Essey	Read Replies (2) \| Respond to of 176387

Hi Kemble, Here we are in Las Vegas getting ready to go home. Just thought you all might be interested in an article from Money Central that was written by Mary Rowland. This was about IBM, but folks, we could very well be reading this about DELL. This is not the entire article. May Rowland said, "After I bought it, I was heartened to read The Wall Street Journal story of Dorine Essey, 71, a travel agent in Miami Lakes, Fla., who returned from a cruise on the evening that IBM made its announcement. She logged on to MoneyCentral to see an Advisor FYI on her IBM stock and learned what had happened. After a little research, Essey discovered that institutions were buying up IBM and decided to hang on. She would have bought more, she said, had she not used her cash the day before to buy Amgen (AMGN) when it, too, was hammered by a troublesome earnings report. For long-term investors, bad news can be good news. It's called a buying opportunity." Dorine by the way I am a YOUNG 71. VBG