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To: Bargain Hunter who wrote (2609)	1/2/1998 9:11:00 PM
From: Charles Fullerton	Respond to of 10309

We have these two pendulums of value vs. cost. Sometimes they work in compelling unison. But then is the time to watch out for overriding politics (bureaucracy)to take charge. Ever onward!

To: Bargain Hunter who wrote (2609)	1/3/1998 10:11:00 AM
From: Arrow Hd.	Respond to of 10309

Thanks for the post. Good points throughout. One of the dangers we face when working for or investing in technology companies is the fact that the industry is constantly changing due to new inventions and business requirements. I recall when the PC was "invented" and was embraced by IBM in the early 80s (I am not ignoring Apple here). IBM made one of the most grievous errors of the 20th century by mis- calculating the demand and acceptance of PCs in both the corporate and private sector. The forecasts were for thousands of machines not millions or even hundreds of thousands. This, in turn, caused the business to be sloppy and this lack of vigilance allowed a small programming company called Microsoft to not only have the honor of writing the OS for this first IBM PC but walk off with all the intellectual property, rights in data, etc. which became the bedrock for their meteoric rise and success. The NC and Java represents possibly the last chance to reverse this trend and that is why I caution against downplaying where the NC will fit into the strategies employed by the other powerful technology companies. The other challenge Microsoft will face is from the DOJ. I have spent more time than I ever wanted as an expert witness in various technology suits involving anti-trust and I believe these issues are not going away and will become more serious. Anyway, I believe the NC strategy is currently underestimated and poorly understood.