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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mauser96 who wrote (24060)	5/2/2000 11:04:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 54805

Prejudice for or against the company just limits your investment options. I try to separate my feelings from my investments. Actually I have held 100 shares of MSFT for several years (That way I get Bill Gate's personal letter asking me to join the "freedom to innovate" foundation). When I'm not donning my investor hat, I often wear my software engineer hat. I'm quite familiar with the software industry over the last 25 years having worked at large iron (EDS and IBM) system houses, embedded systems (Dresser) many microcomputer contracting positions( Doc Holliday's Pawn shops, etal) and even had my own company (producing software for the Commodore PET). In all that time the hardest thing was to get timely information about interfaces to Microsoft Windows (3.1, 95, 98). I feel my investment options are limited by Microsoft. This is the industry I know best yet there is only one option for an investment vehicle (Not strictly true, but close). The only other companies that have a chance do so by tying proprietary hardware to their software (eg. Cisco, EMC, SUNW. Virtually every other firm that begins to produce programs on the standard boxes gets crushed, (making them a poor investment choice). Microsoft is like a huge slow truck on the information highway taking up all lanes. PCs can do so much more than speadsheets and games, but the potential will not be available to the market so long as Microsoft defines innovation as making random undocumented changes to their interfaces to keep all other potential players away. TP