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

To: Cory Gault who wrote (8812)	6/30/1998 11:11:00 PM
From: ToySoldier	Read Replies (2) \| Respond to of 74651

Cory, I wish I were one that was into shorting. Its not my game. I either speculate by performing short term buys and sells. I dont normally go long on anything and I dont short. But, as for your point about MSFT's history and why now. This is a whole new set of ball-games Cory. MSFT has never come up against the DOJ (much less 22 State AGs). And if you look at that history, once the DOJ puts their teeth into an Anti-Trust guilty company, they do not let go. Go ahead and look at what the DOJ has done to IBM, AT&T, Standard. They wreak havok on the stock for years. It took these companies time to recover. And these companies were much larger than MSFT. Also, the Y2K issue is also a beast that MSFT cannot bamboozle or intimidate, or sneak around. Lets be blunt about it. MSFT's worst enemy is not another company, its themselves this time Cory. The dynamics are completely different that any of the previous examples you pointed out. And I will challenge you on the fact that Wall Street knows everything I'm saying - THEY DONT! They cannot grasp how the IT industry works and how they will be dealing with the Y2K issue. They cannot comprehend the size size of the monstrosity of an OS that NT is! They are now over 40 million lines of code!!! That is larger than IBM's MVS! It is bound to have a ton of problems. Then there is Active Directory. This product is so far delayed that I would be very surprised if its even released with NT5. And even if it is released, they are going through the first stages of the Directory Services education that Novell went through 5 years ago. Active Directory will be a failure for enterprise solutions because they are not writing this service from the ground up! They are simply putting a pretty face on the current Domain System. This will pale in comparison to the current version of NDS - much less when Novell releases NDS on NT that will run natively on NT servers. Why do you think Gates is beginning to have private talks with Schmidt from Novell (last week in Washington). Gates knows that his Active Directory will fail in the marketplace and he wants a peice of the NDS action. So Cory, I would have to disagree with you that MSFT's future threats are another dose of the previous threats. Far from it. Toy