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

To: ToySoldier who wrote (8844)	7/1/1998 1:38:00 PM
From: Augustus Gloop	Read Replies (1) \| Respond to of 74651

I guess you could say that we are not all that far off in our beliefs then. Almost every company you listed (exception sunw) I agree with. Novl at these prices would not be a buy yet for me but I think your logic is solid.

To: ToySoldier who wrote (8844)	7/1/1998 2:54:00 PM
From: Reginald Middleton	Read Replies (2) \| Respond to of 74651

<The one with the biggest long-term capital growth I would predict is NOVL which I would predict will see the mid $20s by Q1 1999. That would be a huge percentage gain. It has a very strict new focus. It doesnt want to compete with MSFT - instead since there is so much inferiority on MSFT software, NOVL products will wrap itself around MSFT - NDS being the key product. It has a President and CTO that are the founders/leaders in JAVA and CORBA. This will further push the NOVL recovery. For the investor, big money to be made on this stock.> MSFt's directory services are in its first generation (which have not even been released yet). Do you think it is worth gambling that MSFT will fumble the technological and marketing ball by not snatching market share with their bundle and underprice tactics. Look at what it has done in the Internet market browser and server, desktop productivity market, OS market, the database market and increasingly in the enterprise workstation and server market. NOVL has a strong battle ahead of it, adn it will be taking MSFT head on (on MSFT's home turf if they are trying to make money on NT) since MSFT will market a product in direct contravention to NOVL's NDS plans - Active Directory Services.