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

To: SunSpot who wrote (42323)	4/17/2000 7:40:00 AM
From: werefrog	Read Replies (1) \| Respond to of 74651

GLOBEX PRICES AS OF 04/17/00 06:31 AM TRADE DATE: 04/17/00 S&P 500 JUN00 1365.50 That's 8.84 points higher than last Fri Close indicating a higher opening this AM as of this time. JH

To: SunSpot who wrote (42323)	4/17/2000 11:43:00 AM
From: Jacob Snyder	Read Replies (1) \| Respond to of 74651

I agrea that MSFT's "ability to use market share" (=monopoly power) to increase profits is going to be restricted. I'll buy the stock for other reasons: management, balance sheet, track record of innovation, etc. But, I think the "first mover advantage" is a myth. Who developed, marketed, and first opened a niche for semiconductors, PCs, browsers, Operating Systems, GUI? Those first movers all faltered because, although they did it first (and took the risk of proving that a market existed), someone else came along and did it better. Better wins over first.