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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (165433)	5/18/2001 1:58:12 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Group Says Microsoft's .Net Is Next Monopoly Ploy Thursday May 17 8:17 PM ET <<WASHINGTON (Reuters) - With a U.S. appeals court still reviewing a landmark antitrust ruling against Microsoft Corp. (NasdaqNM:MSFT - news), the software giant's rivals on Thursday accused it of plotting a scheme to monopolize the Internet. Procomp, a group funded by Microsoft's competitors, charged Microsoft with planning to use its new Windows XP operating system and .NET strategy to extend its monopoly. The group said Microsoft planned to use its dominant Windows operating system and Internet Explorer browser to force consumers to adopt its new .NET Internet platform. ``Microsoft's current strategy to extend and preserve its monopoly position is .NET, which can most basically be described as Microsoft Windows for the Internet,'' the group said. In essence, Procomp complained that .NET amounts to an attempt by Microsoft to ``turn the Internet into a big Microsoft subscription service -- taking services that are currently free and turning them into revenue streams for Microsoft.'' Microsoft has said it is working on converting its consumer software and some other services like online calendars and instant messaging into a fee-based Web service under its .NET strategy. Microsoft spokesman Jim Cullinan dismissed the accusations, saying they amount to ``basically them recycling every argument they have.'' Cullinan said the .NET initiative is an innovation that will ''take the Internet to the next level.'' Instead of complaining, he said competitors should come up with competing products and services. ``Their goal here is to have government regulation slow Microsoft down.'' It was the latest of several accusations that Microsoft rivals have leveled in hopes of dissuading officials in the Bush administration from agreeing to a ``wrist-slap'' settlement with the company. Antitrust attorneys in Washington are expecting the U.S. Court of Appeals to overturn a large part of the sweeping, lower court ruling against Microsoft, including the order splitting the company in two. That would probably prompt the Justice Department (news - web sites) to settle the case, with Microsoft agreeing to a set of restrictions on its future business behavior. The seven-judge appeals panel heard arguments on the case in February, and a ruling on the case could come at any time. In their latest blast at Microsoft, competitors complain that that the company is trying to force people to use its technologies by tying them to the new XP operating system. They said the company used the tactic before to promote its Internet Explorer browser at the expense of Netscape Navigator. ``When consumers start Windows XP, therefore, (they) will have precisely one browser, one e-mail product, one media player, one instant-messaging program,'' the Procomp report says. In the new XP operating system, software applications are ''tied every which way like a big eight-headed Siamese twin,'' said Procomp president Mike Pettit. ``It would be very very difficult for anyone else to compete and have full functionality if they only intend to compete in (just) one of these (software) categories,'' Pettit said.>> _________________________________________ rudedog: You make some interesting points about DELL...IMHO, this is not the ideal market to be invested in the large cap tech stocks. In the last month I have done much better with my positions in emerging pioneers like BRCD and STOR -- they seem to be rebounding much faster than DELL. We'll see if that continues...It's a big expectations game and nothing can be taken for granted in this market...=) Enjoy the weekend. Best Regards, Scott

To: rudedog who wrote (165433)	5/18/2001 2:04:17 PM
From: edamo	Read Replies (1) \| Respond to of 176387

bob....you mean dell hasn't cornered the global enterprise market....perhaps a price war is needed to bring the competition to their knees !!! more pain, more dead soldiers!! my concern is in the current management, not the same dynamic team that created the exponential growth....believe it's going to be a ho-hum type stock for a long while.....possible if the market has some bad news to see it under 20....but 22-26 range seems more probable...nothing out there to drive it higher short term... could have doubled your money in donuts (krem) in a little over a month.....