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

To: John F. Dowd who wrote (34741)	11/24/1999 3:42:00 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 74651

More melodrama. If Microsoft loses, our lives WILL be forever changed ... for the better. JMHO.

To: John F. Dowd who wrote (34741)	11/24/1999 9:21:00 AM
From: Charles T. Russell	Read Replies (1) \| Respond to of 74651

Other than affecting shareholder value, what consequences are you really concerned about John? Surely you don't think that finding MS a Monopoly will stifle growth in the Computer Software market. I think it will have an opposite affect. Just recently, I've noticed a complete rebirth in small, do-it-yourself, cowboy techies. They've been pulling apart the LINUX operating system. Tinkering. Interfacing. It reminds me very much of the late 1970s and early 1980s. The industry was very new, and the technical cowboys had to innovate to stay alive. And... the innovations came very rapidly. The emergence of LINUX, the cowboys who care and feed it, the move to a 'Server/Service' based world and the convergence of portable appliance with telephony are very, very good for this industry. And very, very good for this economy. Microsoft declared a monopoly is white noise to anyone other than a MS shareholder.

To: John F. Dowd who wrote (34741)	11/24/1999 11:04:00 AM
From: Valley Girl	Read Replies (2) \| Respond to of 74651

I hope you're right, John. I had my finger on the button to sell 2000 this morning but after reading your note decided to stay my hand for the moment. One way or t'other I need to take some money off the table here, tho. It's been a great ride but it's left me badly overweighted in MSFT; it's half my bloody portfolio, and for the past 6 months not the better half! I'll try to tough it out until January. I won't liquidate but I could stand to sell up to another 6000; I'd rather do it at the commencement of a new tax year (and I'd rather do it at $120/share!).