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

To: Captain Jack who wrote (36351)	1/12/2000 6:19:00 PM
From: John F. Dowd	Respond to of 74651

CJ: AOL was a great marketing job in the stock market as well as in the ISP arena. At the end of the day this recent transaction will demonstrate the overvaluation of most if not all AOL like stocks. Case has volunteered to in essence become the ISP division of a slower growing media conglomerate. The recent action of the share price is indicative of this fundamental weakness of the business model. I hope MSFT is in discussions with ATT for the purposes of beefing up its access to large pipes and for further improving the positioning of their software in the internet infrastucture. The media side will be no more or less profitable than other media companies have been in the past. I am sure MSFT is interested in an arrangement whereby the end result benefits their high margin software business rather than becoming a quasi-media company.JFD

To: Captain Jack who wrote (36351)	1/12/2000 7:08:00 PM
From: nommedeguerre	Read Replies (2) \| Respond to of 74651

Capt. Jack, "AOL is where it is only due to fantastic marketing. MSN is not what I want but AOL sux in comparison. Now drop 100 million CDs offering free startup and minutes every few months, keep the advertising going strong, get the younger generation hooked and you get the 30 million,, being first with the mktg did the trick. Great stock-- lousey service but once the newbies are attached they do not move. They stayed when they heard more busy signals than connections" You just described Microsoft's rise to dominance. 1) Great Marketing 2) Lousy initial products, but user too complacent to switch 3) Poor support AOL's content will improve with the Time/Warner merger, don't you think? A content that MSN will not be providing except under license from AOL. In the end I think we will end up with X number of major content providers like we have with TV. There are still plenty of other media companies to merge into MSN. Cheers, Norm