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

To: Frederick Smart who wrote (44864)	5/16/2000 2:05:00 PM
From: traetzloff	Read Replies (1) \| Respond to of 74651

You are correct that MSFT made itself into a gorilla of a target, and it did it in additional ways than insisting it did no wrong. At www.spglobal.com/mktval.html you can see that MSFT's dominant value also made it a target. Only 2 other companies have had a more dominant market value position than MSFT in the last 20 years, IBM and AT&T. You know what happened to them. The next most likely candidate on the list of potential targets is GE, and if CSCO continues to grow it will make itself an unavoidable target. The government attorneys apparently assume that big is automatically bad. I guess we should not be investing in companies that we think will grow - it makes us guilty by association. TR

To: Frederick Smart who wrote (44864)	5/16/2000 8:46:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 74651

OT: your ideas........ make such an easy target. You said, "you didn't say anything about values relative to right vs. wrong." Every human on the planet wants to Do Right. We just have a lot of different ways of defining it. Stalin sincerely thought he was Doing Right, and had a vast intellectual framework to back him up. You are joyous over the way corporations are trying very hard to listen to employees, and create a supportive corporate community, and not make the workers feel alienated (to use a Marxist phrase). This is entirely a function of the 3.9% unemployment rate. Employers have had to reach deep into the labor pool, to hire and train groups that had been classified as "unemployable". Among educated, self-disciplined workers (the only kind Microsoft hires), the unemployment rate is effectively zero. In the next recession, when the unemployment rate goes to 8%, all this will (unfortunately) disappear. Maybe not at Microsoft, or other tech titans, because the people they hire are always in short supply. It's supply/demand in the labor pool, not a New Age.