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

To: djia101362 who wrote (38202)	2/20/2000 8:14:00 PM
From: Bill Fischofer	Respond to of 74651

Morningstar on Windows 2000 See news.morningstar.com for a very positive W2K view. It's pretty clear that we've seen a lot of negative press about W2K up until now, which combined with DoJ worries is why MSFT is currently offered at firesale prices. I don't expect this situation to last for long.

To: djia101362 who wrote (38202)	2/20/2000 11:03:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 74651

djia101362: MSFT won't open up the source code. But just say they did who could make proper use of something that has 35 mill. lines of code. How would the would be users organize any alteration. How would they beta test it. How would they manage it and identify it in the marketplace and what business model could be developed using MSFT's code to compete with MSFT. This idea has no doubt even been dismissed by cooler headsat DOJ. Even if someone was dumb enough to comete with MSFT using their code they would have real brand recognition problems. They couldn't call it Windows or even anything that suggested Windows. They couldn't do anything without MSFT guidance or permission lest they infringe on the copyrights that surround Windows. No don't worry about open code as a threat. In fact there is really nothing DOJ can do or will be allowed to do as time will tell. In the mean while the world will buy a lot of W2K. JFD

To: djia101362 who wrote (38202)	2/21/2000 4:04:00 PM
From: Charles Tutt	Respond to of 74651

One might also consider the mirror image of your second paragraph. If you were Microsoft, what would you tell the press? That W2K is a bloated product that's likely to be slow on the uptake? Let's remember they make big bucks on it. No matter how bad they know W2K is, they'd never admit it. BTW, I think if you check, you'll find that Microsoft stock has been underperforming some of its peers for quite a bit longer than a year. And if they stopped selling Windows tomorrow, the alternatives would quickly fill the breach. Apple, Be and Linux come to mind. JMHO.