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

To: energy_investor who wrote (37245)	1/30/2000 11:30:00 AM
From: abbigail	Read Replies (1) \| Respond to of 74651

Dear Mr. RaySharp: Yardeni wasn't quoted because of predictions he made, but reasonable statements regarding the economy and technology. Maybe MSFT is a monopoly in Intel based ...blah blah blah. So what? Is it illegal? Why should pricing structure of hardware including manufacturing efficiencies have any semblance to costs of producing and resulting pricing of software? The last time I bought MS-DOS Ver 5.0 out of the box I think it was over $ 100. Windows 98 out of the box is probably around the same, I do not know. So, you want your software for free? Better give Mssrs Clinton/Gore/Reno a call. They would like to hear from you. Abbigail PS Have you checked pricing of ORCL/SUNW/AAPL/IBM/CORL etc software, or just MSFT?

To: energy_investor who wrote (37245)	1/30/2000 9:45:00 PM
From: John F. Dowd	Respond to of 74651

RS: Big difference between hardware and software. Hardware is much more capital intensive while software is nothing but labor intensive. That is why MSFT has been so successful they have managed to capitalize much of their past code by building on it continually. Other companies have missed this point. Call it bloatware but it is so because MSFT does not reinvent the wheel with each new cycle but rather they build on the older stuff. This serves the purpose of protecting legacy customers while distributing the cost of older software expenses over yet another cycle and reducing the effort for the next generation of software. Only a handful of other software cos. have been able to pull this off. JFD