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

To: Reginald Middleton who wrote (10193)	8/19/1998 2:23:00 PM
From: Judith Feder	Read Replies (1) \| Respond to of 74651

Hi, I came across a ComputerWorld article last week that said the following: "Although users have been expecting NT 5.0 for more than a year, no official release date has been set. It is generally expected anywhere from mid-1999 to sometime in 2000. Microsoft plans an intermediate NT release the year after NT 5.0 is shipped, and the 64-bit version is slated to ship the year after that, Muth said." My understanding was that Microsoft would have a 64-bit version on NT ready when Merced ships (mid-2000) and even sooner on Alpha. Has anyone heard anything else about the timing? Any clarification would be greatly appreciated. Thanks

To: Reginald Middleton who wrote (10193)	8/19/1998 5:48:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 74651

You're so full of baloney, Reggie. Remember fraudulent Java? With the results that differed from the Regimodel 2000 results, as determined by that compiled Excel spreadsheet that you couldn't show anybody who wanted to check? Again, if anybody's interested, I'll dig up the much dreaded Mind of Reg(TM) context for that one too. As far as the Regimodel goes, I don't know anything about it. Near as I can tell, you make up numbers for what the future holds. Then you plug them into a "high end financial math" spreadsheet, and the answers are infallible. There's an old term term for this kind of operation in computers, which I'll leave to the reader to fill in. My reading of Gurley is the reason you can't use your precious DCF in general to value stocks is that, well, there's no reliable way to foretell the future. Except in the Mind of Reg(TM). But, if you want to debate something, how about that employee buyout at Microsoft, which could happen if the employees had $30billion in options, which of course they don't. The Mind of Reg(TM) context is readily available for that one, too, for those who want to torture themselves. Cheers, Dan.