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

To: smchan who wrote (59788)	7/12/2001 11:51:14 PM
From: Dave	Respond to of 74651

In my opinion, Larry's been jumping on every hot buzzword that comes along: network computers (how'd that work out, by the way??) ORCL's network-computer spinoff, Liberate (LBRT, formerly NCI) was up 13.7% today. Glad you asked. Like its competitor, MSFT's WebTV, LBRT is highly unprofitable though, and an investment in LBRT is a speculative bet that they will start raking in the big profits before they go belly up. When the Nasdaq composite tumbles, LBRT falls ahead of the pack, and when the Naz rises, LBRT flies up first. The word on the street is that LBRT is first in line for a huge deal with AT&T, since MSFT's $5B investment in AT&T apparently wasn't enough to get that pesky set-top software working. After Philips got fed up with MSFT's lackadaisical WebTV development efforts, they decided that an AOL/LBRT combination would be a better mix than WebTV/WebTV. So LBRT has some hot prospects there as well. On the other hand, that deal was supposed to include INPM (formerly Boca Research), which is probably going to be delisted on Nasdaq. So you never know. Dave