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Technology Stocks : Microsoft - When to short -- Ignore unavailable to you. Want to Upgrade?

To: K. M. Strickler who wrote (73)	1/25/1998 12:14:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 96

re "Destruction from the inside and MSFT's criticalmass... Microsoft should care not to make any mis- steps with W98 and NT5...these core products are so important--I'm guessing they're 80% of future revenues. We know that the stocks trades on its growth rate, so they cant afford not to get everybody to upgrade from W95 to 98 or NT. I wonder if Microsoft should reign in how much they spend on MSN, games, misc software, and some of those other distractions. I would not be too agressive with CE--sneak in the back door with that one, make it an extension of W98, make sure peoples palm top devices work WITH folks PC's. Maybe CE could be in VCR's someday, with home videos edited on your PC and squirted right back to the VCR. I'd buy that. I guess it all comes down to whether or not they're content to own OS's or own the world. They should junk MSNBC--that is just one long running advert that they want to own the world. In fact, Microsoft shouldn't even advertise. Spend that money on carefully directed mailers.

To: K. M. Strickler who wrote (73)	1/25/1998 10:48:00 PM
From: Tom M	Read Replies (1) \| Respond to of 96

K.M.S., re <destruction of an industry from the inside (AT&T...)> could you please ealaborate on your position? At&T is one that was due to go down on fundamentals last year. I don't believe for an second that it's suddenly worth 100% more now than it was then, just because the technical trading moving averages favor it. I don't understand if you're suggesting one should "get out" now or you mean it's too late to get in. thanks for clarifying your last post, Tom