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

To: PMS Witch who wrote (34958)	11/30/1999 1:37:00 PM
From: organicgerry	Read Replies (4) \| Respond to of 74651

I'm no expert, but it seems like there is too much gloom and doom out there on this stock. It looks to me like MSFT is heading up on anticipation of a possible settlement. I see a lot more upside than downside at this point -- I think we'll either have a nice $20-30 pop pretty soon, or, if no settlement, the alternative of a small drop or sideways price for a while.

To: PMS Witch who wrote (34958)	11/30/1999 5:08:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 74651

Most observers think Microsoft's legal strategy was determined at the very top of the company, i.e. Bill. I don't think it's fair to blame the guys taking orders. I don't appreciate Windows' shortcomings. I do admire Windows backward compatibility. Dropping yesterday's consumer in favour of tomorrow's may be some people's idea of progress, but I doubt many would want to upgrade OS, Apps, hardware, and data all at once, or re-learn a new system every few years. There's another trial coming up where these issues will be of some interest, you know. A nice link on that one: theregister.co.uk The best product endorsement that Digital Research ever obtained for DR-DOS was from Microsoft, it turns out, and we know this thanks to a disclosure by Judge Benson in his 4-0 decision this week for Caldera. Phil Barrett, who was managing Windows 3.1 in 1990, received an email from a subordinate about DR-DOS 5.0, which said: "You asked me for a user's view of DR DOS 5.0... I used DR DOS 5.0 with a huge number of apps. I found it incredibly superior to MS DOS 3.31 and IBM DOS 4.01. ... The most important reason to use any version of DOS is to run DOS apps. DR DOS 5.0 runs every DOS app I know. DR DOS 5.0 works successfully with Windows (2.11, Win 386 2.11 and Windows 3.0 and 3.0a). ... Conclusion: DR DOS is vastly superior to MS dos 5.0." Microsoft could have "competed" in the conventional sense on that one, by making DOS better, or cheaper, or letting Windows work with the superior product. But never mind. From what I've read, Microsoft seems to be following a similar brilliant legal strategy in the Caldera case, and the judge is annoyed on that one too. Cheers, Dan.