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Technology Stocks : Will SUNW bring down MSFT? -- Ignore unavailable to you. Want to Upgrade?


To: Dan Guinan who wrote (811)11/6/1997 3:09:00 AM
From: Normandi  Respond to of 878
 
Dan...

The article offered several different opinions of which have merit. Some are purely a spin on facts that further the opinion of the author, other statements are subjective
at best.(IMHO)
I wish everyone would keep an open mind about what ever situation is place before them, not to rush to final judgement.

We can all learn from following this suit, and benefit from the outcome whatever the decision.

Dan, I did enjoy reading your comments and found them to be true to your conviction regarding MS.

Voting with our disposable income seems to be a practice of which has merit. Assuming building better products would gain market share is not just a philosophy of MS.
Good investing
Chow
Norm



To: Dan Guinan who wrote (811)11/6/1997 7:47:00 AM
From: pragat  Respond to of 878
 
Dan:

Points well made. I'm glad that there're people on this thread seeing the BIG PICTURE: Gates Game Plan. Yesterday's WSJ had a big write up on Microsoft (ref: mini hearings in Senate). One gentleman quoted another analogy-- "How do you feel when you turn on your TV and see nothing but NBC ?". Windows is implicit here. There's an education process here. Unless people, businesses, and Governments worldwide realize what they're getting into, we're headed for some type of "information dictatorship". That is exactly where we need Government and DOJ intervention-- Define polices, boundaries, and ground rules for the information age to foster competition, innovation, democracy, freedom of choice, and economic growth.

George Gilder was commenting on the Microsoft case recently. He raised numerous issues and challenges in regards to Microsoft's future business model. In order to execute that business strategy, and be successful, Microsoft has to address the "content and conduit" issue. To be successful you have to create good content and make it available on as many conduits as possible. If you have a good conduit you need to be able to deliver a wide spectrum of content (possible from various sources). This "many to many" relationship is serious challenge to Microsoft.