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

To: Rich Goldsmith who wrote (4390)	12/19/1997 3:09:00 PM
From: david jung	Respond to of 74651

Judge uninstalls IE in 90 seconds news.com Removing Browser From Windows 95 Is Easier Done Than Said techweb.com David WallStreet Links: 100+ Investment Links bounce.to

To: Rich Goldsmith who wrote (4390)	12/19/1997 3:18:00 PM
From: John Chen	Read Replies (1) \| Respond to of 74651

Rich, I think we all know MSFT make MOST of the money OUTSIDE of the OS. It is a HOOK and a KEY to everyone's bank account. I said it before, MSFT is so rich today, thanks to nobody BUT SUNW and whoever made REAL workstation. Not that INTEL/PC will not catch up, but it HAS BEEN SUNW's work station providing the INITIAL hardware/semiconductor advances the last 10+ years. Life isn't fair, but that's how it happened. Sunw should have paid much more attention to the OS business, like they are trying to rectify now. Kind of late, isn't it? Nevertheless, sunw admits the mistake by taking corrective action recently to stay alive from NT attack.

To: Rich Goldsmith who wrote (4390)	12/19/1997 4:00:00 PM
From: X-Ray Man	Read Replies (1) \| Respond to of 74651

Fine Rich, you can express you dissatisfaction with how people treat MSFT just as well as Mac lovers can express theirs about treatment of AAPL. In either case, not relevant to the thread. What is relevant is that it is clear that MSFT has made a mistake in handling this case, and that it is going to affect their bottom line somehow, and that investors in MSFT who are curious about future valuation of the stock ignore this situation at their own peril. If you had recognized this problem as it was rather than as you wished it to be, you could have made real $$$ on the recent $20 drop in price, or at least hedged your position with puts. For myself, as I previously mentioned in this thread, I read the bump above $140 as a time to get out, and I think now some people know why. Nevertheless, long term, I suspect MSFT will do fine, but it may do it differently.