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

To: ToySoldier who wrote (9430)	7/17/1998 3:15:00 PM
From: Kevin Podsiadlik	Read Replies (2) \| Respond to of 74651

So many questions - so little time. And so few answers. The reason why no one questions the BS postings is because everyone can see them for what they are. Even responding to them would be taking them too seriously. You, however, are interesting. You are quite adamant on expressing a strong negative opinion to its investors. Yet by your own admission you have no financial interest in MSFT's future one way or another. Your motives are questioned, because no one can figure out what your motive is in the first place. Are you saying we should ignore your posts just like we ignore the "evil empire rules" posts? A few things I don't recall seeing you address, so I'll repeat them: You called MSFT a "cult stock". What exactly does that mean? That sounds vaguely like a penny-stock term. Are you, as Janis suggests, applying penny-stock thinking to the company with the second-largest market cap in the world? The intersection between the people who would invest in Micro Minerals and Microsoft is vanishingly small. There is a reason for that. As for your arguments, it is hardly that they are negative in themselves. But it is also because they are largely the same arguments that have been thrown in Mr. Softee's face the past ten years. Using perjoratives like "MSFT-Lemming" and "dumb monkeys" doesn't win you many friends, either. One other thing: I may have missed it, but I don't recall seeing you putting any sort of numbers on the table regarding MSFT. All I got was "in the crapper" or somesuch. Can we possibly peg you down on a long-term price target? What do you see MSFT dropping to, say, by Jan 2000 (adjust the time frame as you wish)? Good luck in whatever it is you actually are invested in.

To: ToySoldier who wrote (9430)	7/18/1998 6:28:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 74651

Toy, After looking at your profile, I believe I understand your point of view. I too am deeply involved in IT and have an integrator's background. First, let me take a wild guess at what has or is about to happen to your IT infrastructure: You were "brought up" on Novell. Your are a CNE. There is a continuing holy war in your company about what to recommend to your customes--Novell or NT. (The Unix guys are in the war, too, buy you probably ignore them.) The NT guys are winning more and more of these arguments, for one simple reason: That's what the customer wants. You know it is not the "best" solution. You know that NT is full of holes. The Novell boys and girls cover you with information under the protection of nondisclosure agreements, and give you hope that someday soon the world will know what you know and understand: Novell will once again dominate the network OS marketplace. If I am wrong about your situation, please help me by telling where I missed. If am right, then consider this advice: 1. Get as much MS professional certification as fast as you can, or you will be a second tier professional by 1999. If you do this, your earning power will grow as fast as it did when you were in your 20's and Novell was hot. 2. Don't fight the holy wars. What you think about the technical nuances of competing products does not matter to anyone but a few people that already agree with you. Your company's survival does not depend on your opinion--it depends on your ability to support what they sell. What they sell is what the customer wants, not what you think they should have. 3. Separate your technical opinion from your investment decisions. You do not have to understand how NT works to understand how fast MS is growing. 4. Read Geoffrey Moore's books: "Crossing the Chasm", "Inside the Tornado", and "The Gorilla Game". These will help you understand what the big boys upstairs at your company are thinking. It will help you understand what is really going on in the IT marketplace. And it will give you some good ideas about investing. I am not giving you this advice because I dislike your posts. I am merely giving you this advice because I have been where you are and continue to struggle to see the bigger picture for my own peace of mind and financial well-being. If I completely missed your situation, then hit "NEXT" and move on. My advice is free and worth every penny of it. :)