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

To: The Duke of URL© who wrote (50442)	10/2/2000 7:22:43 PM
From: John F. Dowd	Respond to of 74651

Duke:Thank you for that very perceptive analysis. JFD

To: The Duke of URL© who wrote (50442)	10/2/2000 7:26:01 PM
From: alydar	Respond to of 74651

Interesting investment. Duke is probably right. Looks like a hedge on the viability of JAVA and LINUX. Looks like both platforms are credible enough for MSFT to invest $150mm big ones. Open source, oh forget it. Bob.

To: The Duke of URL© who wrote (50442)	10/3/2000 5:35:32 PM
From: Dave	Respond to of 74651

"The infusion of capital is Non-voting. There is no direct control." Officially, true. But MSFT doesn't invest money in your company without strings attached. Their "investment" in AAPL had many strings attached, such as a five-year patent cross-license, Internet Exploder as the default browser, and Apple's dropping of their lawsuits against MSFT. AAPL was smart enough to get MSFT to agree to continue Office development in return. You can bet that there were strategic agreements (almost certainly something that limits Corel's threat to Windows) made before MSFT decided to "invest." You can also bet that it had nothing to do with MSFT's interest in you, the consumer.