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


To: Art Bechhoefer who wrote (45408)5/25/2000 11:57:00 PM
From: sandeep  Read Replies (2) | Respond to of 74651
 
Art, you are completely wrong about "forcing them to write application software for other non-microsoft systems". The fact is that writing app software for non-popular OSes is not profitable. Since Corel insists on doing that, it will be bankrupt. Do you seriously think that if it was profitable enough for Microsoft to write software for UNIX, it wouldn't do so ? Hell, they are writing for AAPL...



To: Art Bechhoefer who wrote (45408)5/26/2000 9:10:00 AM
From: Frederick Smart  Read Replies (4) | Respond to of 74651
 
Breaking Up & Letting Go....

>>If Microsoft acts in the best interest of its shareholders, it will break itself into two or three pieces, and quickly. If it did, I would be in there buying stock.>>

Gates is a paranoid coward who truly believes that his power rested with consumer acceptance and marketshare.

Balmer has simply been a enabling pitbull.

The position they have both taken to fight this to the bloody end will place a huge dark cloud of uncertainty over Microsoft right at the wrong time.

IP is forcing ALL technology away from proprietary platforms. Worse, it will expose anything in it's path which tries to withhold, restrict, take, limit, refract, label, fight - ie. NOT LET GO.

The Internet is forcing mankind to make ONE choice:

Trust, let go, give up control and grow or.....die.

There's a long record of Gates declaring war on anyone that did not go along with Microsoft's proprietary racket. This is an example of a very small mind that's gotten Microsoft to where it is on one very small short term belief: that power, control and fear ultimately wins out.

It's going to be very interesting to see how Gates and Balmer try to play this poker game. The night has come and gone, the crowds have left the casino to sleep and then enjoy the day. Gates and Balmer's egos have lost track of time. For the game has shifted. The world is moving to the light, outside.

I believe the fixed, intransigent egos of these two men are what's responsible for the 49% of the market cap pot being lost in this stock. And their refusal to "see" and "get" the shift underway will seriously impair Microsoft's ability to to grow from here on out.

For the dam has already broken down. IP water is freely flowing all across the land. More and more of Microsofts key engineers and managers are probably rethinking their role inside a paradigm that is under attack while locked and gripped in fear and paranoia.

We are witnessing a massive transformation from an Old to a New model: away from BUSINESS toward a growing recognition and value of SERVICE. With the marginal cost of acquiring data and information is crashing to ZERO mankind is embarking on a New Century of Knowledge in a New Age of SERVICE.

- growing pies
- sharing resources
- connecting
- communicating
- collaborating
- cooperating
- companies serving individuals
- the rise of communities
- a growing awareness of the need and value of more trust
- scaling out of the era of business
- scaling into the era of service
- knowledge

People need to massively learn to risk and trust more. 90% of the reason we have a technology labor shortage in this country is that companies DO NOT TRUST the individuals who are developing their products and services to work on a results-oriented basis. 90% of what developers do is NOT what they like doing. Companies that run by control are very poor at matching skills and resources. The open market of individuals communicating openly on the net is in a much better position to resolve this challenge.

Microsoft is a distrusing community. It's leadership has brought it to where it is today. All these talented engineers deserve so much more.

All I can say is "Let Go!"

Peace.

GO!!