Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John F. Dowd who wrote (4204)	12/10/1997 2:59:00 PM
From: vinod Khurana	Read Replies (1) \| Respond to of 74651

In the volatile technology sector, Microsoft (MSFT) came under fire, losing 2-9/16 to 141-3/4, after a company official said late Tuesday that the software giant was feeling the effect of declines in computer sales in Japan. But the official also said there was no significant change in the company's earnings outlook. Microsoft's statement came in the wake of disappointing results by another software maker, Oracle (ORCL), which led the market down Tuesday after blaming the Asian turbulence for its poor earnings. Following a 29 percent drop Tuesday, the stock bounced back slightly, trading up 1/4 to 23-3/16. Oracle was still the most active stock after setting a volume record Tuesday, when more than 171 million shares of the company were traded. "All American companies that provide high- tech products and also capital equipment for the Asian economic miracle are going to be hurt because there's an adjustment process that has to be gone through in Asia," said Roger Kubarych, an economist at Kaufman & Kubarych. "It's going to take two to three years, and in the meantime they're going to see lower sales in Asia." The Microsoft-Oracle Asian contagion quickly spread into other technology stocks. On the Nasdaq, shares of Dell (DELL) fell 3-11/16 to 90-1/4 and 3Com (COMS) lost 2-1/8 to 35-1/2. On the NYSE, IBM (IBM) tumbled 4-1/8 to 106-1/4 while Compaq (CPQ) fell 3-1/2 to 59-7/8.

To: John F. Dowd who wrote (4204)	12/11/1997 8:41:00 PM
From: John F. Dowd	Read Replies (3) \| Respond to of 74651

To All: What if the functionality of Explorer 4.0 is imbedded in Windows98? Then suppose MSFT issues some suite of tools called say Voyager that is ActiveX/Java oriented enabling a greater internet experience will the judge then say they are flaunting the spirit and intent of his decision or will Gates have outmaneuvered all by such a step? Where does it end? It seems the only thing MSFT has overstepped on is the heavy arm twist put on the box makers and it also seems that they and the judge see it as such and there will be no further contest. Once the internet is imbedded in the OS what will NSCP say? After all MSFT wasn't selling IE anyway! Will they NSCP et al cry foul forgetting after all that was the intent of NSCP, that was to move the internet to the desktop? I think by 1998 the game is done. The core of the internet will be in the imbedded browser residing under an icon in the margin of the Windows Desktop. Further enhancements will be add-ons "sold" separately. MSFT 10 Reno/NSCP 0! Viva Za Gatza