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To: energy_investor who wrote (19699)	5/25/1998 10:52:00 PM
From: Gerald R. Lampton	Respond to of 24154

Reggie (may I call you Reggie?) . . . Regimond is our resident Microsoft schill.;)

To: energy_investor who wrote (19699)	5/25/1998 11:17:00 PM
From: Thure Meyer	Respond to of 24154

I prefer the more formal Reginald. Or better would be just "himself" since he does like to adopt an imperial air when discussing Windows. Thure

To: energy_investor who wrote (19699)	5/25/1998 11:35:00 PM
From: dumbmoney	Read Replies (1) \| Respond to of 24154

One aspect that appears to be overlooked is that their gross profit margin is also over 90%. Does anyone reading this thread know of any other company that has a gross margin at this level? Could it be that this is a function of the fact that they have a monopoly? Any software company has a very high gross margin, because the cost of goods is low. The biggest cost of software isn't in the production, it's in the R&D. God help us, and, more importantly, our children if Microsoft prevails. This is one battle consumers cannot afford to see lost. At the moment you still have the right to NOT buy Microsoft's products. Don't expect to retain that right if Microsoft becomes a regulated utility.

To: energy_investor who wrote (19699)	5/26/1998 1:13:00 PM
From: Reginald Middleton	Read Replies (1) \| Respond to of 24154

<One aspect that appears to be overlooked is that their gross profit margin is also over 90%. Does anyone reading this thread know of any other company that has a gross margin at this level? Could it be that this is a function of the fact that they have a monopoly?> Many software companies have high gross margins. The reason is that the fixed costs of software are relatively minute. The bulk of the expense is further down the line item list - R&D, Marketing, etc. and in the little foot notes - warranty and returns, bad debts, etc. <Reggie (may I call you Reggie?), I logged onto your website. I couldn't help noticing that the three most prominent links are for analyses relating to Microsoft.> That is what most people call me. I like MSFT as a company and find thier performance to be extraordinary. Since I am familiar with the company, I tend to use them as an example for different aspects of analysis. <Do you have a pecuniary or contractual interest in seeing Microsoft emerge unscathed?> Actually, I do. I have been contemplating for some time the thought of really getting into the software business. I want the ability to design my own products and enjoy my success without my competitors using MY OWN government as a competitive weapon against me. In that regard, I have an extreme pecuniary interest in seeing the US free markets work as the original capitalists intended.