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

To: David Howe who wrote (58734)	6/10/2001 11:40:43 PM
From: David Howe	Respond to of 74651

David Isenberg's report is a great read. MSFT is taking the world of "instant messaging" to dizzying heights. Windows Messenger will rapidly erase any advantage AOL had with AOL-IM. IMO, Dave The next killer app? microsoft.com

To: David Howe who wrote (58734)	6/11/2001 9:33:33 AM
From: dybdahl	Read Replies (1) \| Respond to of 74651

Good article. And there is no doubt, that the new IM tool, and other tools in Windows XP will kill some competition in the online business. The question is - is this legal? And if it is, how much money can they earn on MSN subscriptions? Will IM be replaced by cheaper and better SMS services in the near future? I mean, the number of SMS users is far bigger than the number of IM users over here in Europe, simply because SMS is location (and PC-) independent, and works across providers.

To: David Howe who wrote (58734)	6/11/2001 12:01:41 PM
From: Dave	Read Replies (2) \| Respond to of 74651

Very positive article on MSFT. Ok bears, poke holes in this one. thestreet.com; Who, me? Okay, I'll bite. MSFT is shelling out half a billion dollars to cram XP down our throats. They are buying first-class plane tickets and fancy dinners for guys like this Jim Seymour. Then they're taking them on the VIP tour of Microsoft's Inner Sanctum and preaching the Microsoft Word. Did you notice that it's only after quoting Microsoft's "Please Buy XP, It Sucks Less" slide show, practically verbatim, that Seymour happens to mention his "trip to the Redmond campus?" I'll bet that was a nice trip. If they can do nothing else well, Microsoft DOES throw a lavish party, complete with real live billionaires. And if you are invited on one of these trips in order to Preach the Word, you'd damn well better tell it right, because if you happen to mention that there's a recession coming and that IT departments won't start thawing their budgets until 2003, or that XBox is going to lose money this year, or that AT&T finally unilaterally cancelled Microsoft's five-billion dollar Interactive TV initiative, or that nobody cares about XP, or that MSN loses money, well, let's just say you don't get invited again. Forget about what happens to your job at PC Magazine. This isn't reporting; it's a press release. Dave

To: David Howe who wrote (58734)	6/14/2001 7:52:46 PM
From: Eddy Blinker	Read Replies (2) \| Respond to of 74651

<<poke holes in this one>>> David Howe, No doubt you have it all together. But lets face it, in present phase it doesn`t matter what a company does or whatever else there is to this company.As long as there are no profitable sales which everyone can verify to his own imagination there is no bottom in sight. The US population isn`t as dumb as the Media makes them out to be. In my estimation every 1335th household is short at the moment. They have finally learned, like my good self " to follow the money." Unfortunately if not enough money is pumped into the market or Father A.G dispatches trench coats to Chicago to buy more "Made in America", this system is not trained to handle shorts galore every day of the week.It will break down and bury the shorts and the long. And this scenario is knocking on the door. How many corporation employees do you guess are actually short selling their own companies right now? Regards, ED