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

To: rudedog who wrote (44350)	5/5/2000 8:27:00 AM
From: SunSpot	Read Replies (3) \| Respond to of 74651

Especially the last sentence: "The standardization is what drove it" is important. The tendency right now is towards heterogeneous networks, that require cross-platform standardization. To me, it looks like MSFT tries to avoid non-proprietary standards, and the reason is very understandable, I just don't believe that the world is working towards a proprietary future. They tried to avoid the internet but changed their mind. They try to avoid some internet standards with MSIE 5.5, but I don't think that strategy is a good long-term strategy. MSFT seems more and more like a hot air balloon, but where the stock price seems to have fallen down to a reasonable level.

To: rudedog who wrote (44350)	5/5/2000 3:04:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 74651

rudedog, Here's some unsolicited advice for you (FWIW): if you have some profits in your M$FT holdings, and they're LT capital gains, sell at least 50%, take your profits and find some greener pastures. Regardless of the DOJ outcome, this company has a really bumpy "Road Ahead", for at least the next 36 months and maybe longer. I know that hope springs eternal and that the guys up in Redmond are as aggressive and as committed as ever to 'giving the customer what he wants'. But, after all is said & done, I think M$FT's biggest problem is their legacy systems sitting all around the world. They're for the most part extremely buggy and unsecured systems. Upgrading those systems will be difficult and expensive, at best. Every time another virus pollutes their e-mail & gets sent around the world, the computing public gets a little more nervous about e-commerce. Secure xmissions over hand-held internet devices could become the means to communicate over the net, leaving the Wintel PC in the dust. That is a big problem for M$FT and it's one w/o a simple solution.