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

To: Bald Man from Mars who wrote (6471)	5/4/1998 5:56:00 PM
From: larry	Read Replies (2) \| Respond to of 74651

BDFM, I have some very good friends who work as assistants to several guys who frequent CNBC. They told me that the Citicorp merger deal was actually leaked out at least two weeks before the final deal. None of them was taking the advantage of buying calls or selling puts simply in fear of accusation of illegal transaction. As far as MSFT goes, I can almost certain that the issue will enjoy a 50% rise from current level in the next several months. Mr. Softee has played these games all the time... There are only two persons I don't want to bet against, Mr. Softee and Michael Dell. If I have to choose one, I will drop Dell in less than a second. That's all that I am allowed to say. Oh, I also don't believe that MSFT will drop below 80. I can't remember the last time MSFT dropped below its split price. good luck, larry!

To: Bald Man from Mars who wrote (6471)	5/4/1998 7:12:00 PM
From: John Chen	Read Replies (2) \| Respond to of 74651

BaldMFM,re:"sending the letter". Now the government has no choice but to look at it as a pure monopoly/monster. Good news for shareholders, MSFT will be split like the BabyBells and the SUM of the pieces will be much bigger than the whole. One problem though, none of the individual pieces will work. So, I still don't see DOJ/US can splitup MSFT. It's just WON'T WORK, PERIOD. I hope MSFT drop a few more points so I can buy some. This monster is so beautiful, you have to hate it to love it. No matter what the outcome, MSFT = $$$$$$$$$$$$$$$$$$$$. Wish I have more than 100 shares.

To: Bald Man from Mars who wrote (6471)	5/4/1998 8:10:00 PM
From: Maverick	Read Replies (1) \| Respond to of 74651

MSFT softens, part IV It's an argument far more likely to resonate with the public than points of contracts or licensing that restrict mention of Microsoft competitors. And Microsoft officials are already using it to justify much of what they are doing with Windows. Herbold, for example, used that argument to proclaim Microsoft's right to control the appearance of the initial display on PCs using Windows. If users were to turn on the PC and see a screen designed by the computer manufacturer rather than Microsoft, ''they're going to be potentially feeling like they got cheated. . . . We have that right to say, hey, we're here.'' Opponents say Microsoft still engages in plenty of practices that are not so easily defended. Adding NetShow For example, the company is adding NetShow, a player for viewing streaming audio and video via the Internet, into a future version of Windows -- a move that may stymie competition in the market for those players. And the company has begun giving customers discounts on Windows 98 if they buy a palmtop computer that uses Windows CE, Microsoft's stripped-down operating system. That's a tactic that puts Palm Computing, whose Pilot competes with CE palmtops, at a disadvantage. Gary Reback, a partner with Wilson Sonsini Goodrich & Rosati, a Palo Alto law firm that represents Netscape, believes Microsoft's recent concessions serve to deflect attention from other areas where Microsoft is crossing the line. ''They want you to focus on (the concessions dealing with browsers), and they're going to go off and kill the next round of technology, which will be dead before you even knew they could come into existence.'' Microsoft officials deny that. But they also pledge that they won't make more changes that could be labeled ''concessions'' -- at least for now. ''As we sit here, the answer is no, but you shouldn't view that as a decision forever in time,'' Herbold said.