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

To: taxman who wrote (37694)	2/11/2000 11:40:00 AM
From: JP	Respond to of 74651

Goldman Sachs Press Release Concerning Microsoft's Speech: FOR IMMEDIATE RELEASE Friday, February 11, 2000 Microsoft?s Ballmer and Sun?s Zander Address Goldman Sachs Technology Symposium CEOs Ballmer and Zander Spell Out Next Generation Internet Strategies PALM SPRINGS, CALIFORNIA, February 11, 2000 ? Goldman Sachs featured keynoters Steve Ballmer, President and CEO of Microsoft, and Ed Zander, CEO and COO of Sun Microsystems on the third and fourth days of its week-long Technology Symposium. Both executives provided animated discourse on their respective companies? strategies for the development of next generation, Internet-centric, products and services. At his first appearance as CEO of Microsoft at a Goldman conference, Mr. Ballmer delivered an overview of the company?s soon-to-be-released Windows 2000, and outlined the opportunities and challenges in what he called, ?the software decade.? ?Windows 2000 reflects our heritage of service to our customers. It focuses on four key elements: reliability; manageability; Internet scale and capability; and, new devices. Windows 2000 is part of a family of products, all of which share its infrastructure, and which we expect to be the backbone of our revenue engine for the next couple of years.? Mr. Ballmer also indicated that Windows 2000 will lead to a new generation of Windows services and user experiences. Rick Sherlund, Senior Analyst and Managing Director, Goldman Sachs, ?The software business is undergoing a radical transformation in terms of architecture, delivery methods, business models, and investor metrics of valuations. Microsoft continues to position itself for this transformation,? Mr. Sherlund continued. ?They are investing heavily in providing and facilitating Web access on multiple devices and access mechanisms; they have invested $5 billion in AT&T to develop and deploy broadband devices for the consumer market; and they are also working to develop next-generation wireless solutions through their partnership with Ericsson. The acquisitions of WebTV, Hotmail and LinkExchange have helped to expand Microsoft?s reach through its MSN portal,? he added. Microsoft?s Next Generation Windows Services (NGWS), ?lives in the Internet cloud,? Mr. Ballmer said. ?It includes application integration across web sites, next generation information sharing, and a transformation in the user interface. It?s a place where applications are web sites and web sites are applications, and where every web site is a source of programmable information tied together with services,? noted Mr. Ballmer. He further explained how Visual Studio, a programming tool which enables the building of applications that can be intelligently connected, is also key to the company?s NGWS strategy. Mr. Sherlund commented, ?As the world?s largest and most profitable software vendor and the leading PC operating system and applications software vendor, Microsoft has set many of the programming standards for PCs and client/server computing. NGWS is very strategic to Microsoft. Bill Gates is totally focused on this product intended to revolutionize the user experience on the web.?

To: taxman who wrote (37694)	2/11/2000 11:40:00 AM
From: John F. Dowd	Read Replies (5) \| Respond to of 74651

tax: Hard to believe in that MSFT said: 1. Built W2K according to Euro anti-trust specs 2. W2K going to ship in Europe on Feb. 17. Perhaps someone doesn't understand that this product is a replacement for NT4 not W98. Does someone have information to the contrary? This drop is amazing with no hard news. Evidently this was all precipitated by Gartner group study: yahoo.cnet.com Actually in this article they quote a MSFT rep. as saying that the individual could upgrade to this product with greater ease than they were able to migrate to NT4. Eric on this board mentioned that to me not too long ago in a post here. This post at Yahoo echos my seentiments re the Gartner report: messages.yahoo.com As usual CNBC blew this whole thing out of proportion. Ballmers comments at G/S conference very upbeat without being specific. This whole event is FUD JFD

To: taxman who wrote (37694)	2/11/2000 4:13:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

taxman, Did volatility in MSFT options go up today? It was an unbelievable session. Surprised at the drop. There was so much buying at 100----strong support. At least we have a set up for a Naz (and of course MSFT) rally. I still think Intel and MSFT are going to rally next week right into the W2K release. Good Luck to all for next week. BTW--The analysts are still positive and that is good going into next week. I can't believe there are that many remaining who are willing to part with this stock at $100.