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

To: Ibexx who wrote (5206)	2/23/1998 12:46:00 AM
From: mozek	Respond to of 74651

Ibexx, I have a strong suspicion that we'll see a nice rally on Monday. The fact that Win98 rc0 is out has been fully digested, MSFT splits historically are followed by rallies, and MSFT always seems to blast off when it starts looking weak. More than most stocks, I think MSFT is held by many individual investors and is actually driven by the affordability after splits. Good luck, Mike P.S. Saw your prediction for a spring correction on the Kahuna thread. Sounds pretty reasonable to me, but I hope that we do have a nice bounce this next week. I'm looking to raise a little cash in anticipation of a correction as well.

To: Ibexx who wrote (5206)	2/25/1998 6:31:00 AM
From: Flair	Respond to of 74651

Ibexx - OFF TOPIC - I downloaded IE4 for Solaris today. It is much better than its beta version (in terms of speed, memory management, stability and outlook) !!!

To: Ibexx who wrote (5206)	3/1/1998 7:02:00 AM
From: Flair	Read Replies (2) \| Respond to of 74651

Ibexx & all, - "At Gates' urging, new lineup at hearing" seattletimes.com Michael Dell of Dell Computer, and Doug Burgum of Great Plains Software will also be in the "Market Power and Structural Change in the Software Industry" hearing on March 3, 1998.

To: Ibexx who wrote (5206)	3/2/1998 10:24:00 PM
From: Flair	Read Replies (2) \| Respond to of 74651

Ibexx & all - "Netscape execs file to sell stock" Full story in news.com ========================================= It is surprising to see that Mr. Andreessen only has 1.5 million of shares left. It look like he has almost finished exercising his "founder" stock options. Don't know that he did those execised options in the form of one-day-sell or buy-and-keep. ========================================= .................... Marc Andreessen , the company's vice president of products, has filed to sell 375,000 shares; Michael Homer, vice president of sales and marketing, filed to dump 100,000 shares; James Sha, general manager of integrated applications, filed for 100,000 shares; Roberta Katz , general counsel, also filed for 100,000; and Richard Schell, general manager of Netscape's client products division, has filed to sell 200,000 shares. The filings clear the way for selling the shares but do not necessarily mean that the sales actually will take place. ......................... Based on Netscape's proxy filed last April, and excluding any vesting of options or sales that has occurred since then, Andreessen's pending sale represents 25 percent of his 1.5 million shares. Sha's filing represents less than 10 percent of his 1.2 million shares, and Schell's reflects about 34 percent of his 598,640. Katz, meanwhile, is looking to let go roughly 25 percent of her stake of 402,904 shares, and Homer is considering selling roughly 40 percent of his holdings of 255,261 shares as of last August. That was the last time Katz and Homer sold stock, so those numbers do not reflect any vested options or grants that may have been given to them since then. .............................