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

To: David Howe who wrote (50855)	10/9/2000 2:51:56 PM
From: alydar	Respond to of 74651

I anticipated this happening. In order for MSFT to grow they are going to have to compete with their customers. ORCL has done this very successfully but MSFT is different. You see, they have a monopoly position with their customers (i.e., DELL, CPQ, HWP, etc.), so if they start competing with them you will see a huge shift in loyalty to a competing platform (i.e, Redhat). This is really shaky territory for MSFT. See below. eMachines To Make Microsoft Devices .c The Associated Press REDMOND, Wash. (AP) - Low-price computer maker eMachines Inc. will produce easy to use Internet devices for Microsoft Corp., the two announced Monday. Irvine, Calif.-based eMachines will make MSN Companion devices for the software giant's Microsoft Network. MSN Companions, which are also being made by manufacturers such as Compaq and Acer, provide access to e-mail and the World Wide Web through a dial-up service. They are not full-fledged computers and can't be used to play games or write any kind of business documents. EMachines plans to sell the device for $349, but MSN will offer a $400 rebate if consumers sign up for a three-year Internet service contract at $21.95 per month. Monitors, however, will be sold separately, unlike MSN Companion devices made by other manufacturers. Shares of eMachines rose 12.5 cents to $1.13 in afternoon trading on the Nasdaq Stock Market, where Microsoft stock fell 75 cents to $54.81. On the Net: e4me.com microsoft.com AP-NY-10-09-00 1222EDT Copyright 2000 The Associated Press. The information contained in the AP news report may not be published, broadcast, rewritten or otherwise distributed without the prior written authority of The Associated Press. All active hyperlinks have been inserted by AOL.

To: David Howe who wrote (50855)	10/9/2000 2:56:10 PM
From: johnd	Read Replies (1) \| Respond to of 74651

55% & 65 pts down from Jan 1, 00 Employee 99 options are 86 - 54 => 32 pts under water Employee 00 options are 69.6 - 54 => 16 pts under water CIBC target of 89 short term is 35 pts under water GOldman's target of 85-90 is also 30 - 35 pts under water DLJ's 140 is 86 pts under water ING's 135 is 81 pts under water