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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jay M. Harris who wrote (4217)	12/30/1997 10:16:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 10921

Jay - Something else on which we disagree. I don't object to MS's attempting to integrate the browser into the operating system, but I do object to strong arm tactics (literally 'To Compaq: Include IE (in which case it is a mistake to be paying good money to Netscape for a duplicate product) or we will pull our operating system (i.e. put you out of business)') That is not winning by having the better product, but by leveraging a monopoly into another field (very similar to Standard Oil's practice at the turn of the century). Clark

To: Jay M. Harris who wrote (4217)	12/30/1997 12:06:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10921

Jay; Re:"While Korea is important at 35% of Global DRAM capacity; global capacity rules and DRAM prices perfectly reflect the global supply/demand relationship." From Teri's article: japanbiztech.com "Korea currently accounts for 50 percent of the global DRAM market." In your opinion, is there a way to reconcile the two statements or are they just two different versions of the facts?

To: Jay M. Harris who wrote (4217)	12/30/1997 4:39:00 PM
From: Thomas M.	Respond to of 10921

MSFT has severely crimped the ability of software entrepreneurs to innovate. Mr. Softy is the one mounting "an assault on what makes this country great". I do share your doubt, though, that the government is equipped to rectify the situation. Tom

To: Jay M. Harris who wrote (4217)	12/30/1997 11:36:00 PM
From: Cary Salsberg	Read Replies (3) \| Respond to of 10921

Jay, RE: "I think it is the best managed company that I've ever followed." Think HUBRIS and question this statement. RE: "I'm also a Microsoft shareholder." Great to hear unbiased agreement! RE: "...an assault on what makes this country great..." Any comparisons of CSCO and AMAT with MSFT are pornographic. CSCO and AMAT achieved success by having the best products. MSFT became a monopoly when it primary products DOS and Windows 3.1 were pieces of Sh*t!! Cary PS Sorry for the diversion; lets get back to semi-equips.