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

To: Dave who wrote (60016)	7/19/2001 2:18:01 PM
From: DiViT	Read Replies (3) \| Respond to of 74651

If you have such an opinion of the company, and your investment ethics are such, why are you here?

To: Dave who wrote (60016)	7/19/2001 2:19:44 PM
From: Charles Tutt	Respond to of 74651

Well said. In addition, although it's perhaps naive, I can't help thinking that eventually the guys in the white hats will win. JMHO. Charles Tutt (TM)

To: Dave who wrote (60016)	7/19/2001 2:29:54 PM
From: dybdahl	Read Replies (2) \| Respond to of 74651

Obviously you don't get it about .net. There is a huge economy growth potential in having more and more of our daily lives automated and optimized. Right now, many products have a price that is almost 90% sales and marketing and only 10% R&D and production. Sales and marketing can be optimized greatly, if companies knows much more about their customers, and products can be much better designed for a market, if the market is known better. We are only in the infancy of this. Those people, who choose to let their information be collected automatically, might experience better products for their needs, and much more interesting ads, offers etc. And it's not all just marketing gimmick - their is a real saving in this process that can make prices go lower for real. The next big thing then is to differentiate the prices more to the customers - try to imagine a mail order company, that sells SDRAM memory cheaper to those who know how to handle it, and expensive to those who will probably return it, because it didn't fit into their EDO RAM socket, even though they really tried to make it fit :-) There is incredible lots of money in this, and passport is the key to assemble and use this information. Passport will not have this role to start with - the world doesn't change completely in a year or two, but MSFT tries to position itself in the center of all this with .net. There will be lots of competition, but MSFT doesn't need to dominate that market to make tons of money. They have a product, that can have a higher quality than the competitors, because passport starts directly off the desktop. .net can be huge. Really huge. It just has to succeed. If you don't believe it will succeed, sell. If you believe that it will be huge in 5-10 years, buy. Lars.