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


To: mrknowitall who wrote (10536)9/4/1998 12:03:00 PM
From: ToySoldier  Read Replies (2) | Respond to of 74651
 
Messages like the one quoted of Bill Gates in this report will really set the tone for any future MSFT and other OEM partnerships. Now the other OEMs know what MSFT really wants from these meetings.

zdnet.com

Tell me that if you were Oracle, Sun, IBM, Novell, Netscape, CISCO, etc. and MSFT called you to discuss partnerships on technology developments that you would trust anything MSFT would have to say.

I still stand on my statements that all this pre-trial public display of MSFT's dirty laundry will not hurt MSFT's future relationships with the IT Industry and ultimately its stock. This is not going to be a pretty year ahead for MSFT stock holders.

Toy



To: mrknowitall who wrote (10536)9/4/1998 12:15:00 PM
From: Daniel Schuh  Read Replies (1) | Respond to of 74651
 
Sorry, Mr. K, I was going to say fans, but I'm a sucker for alliteration. I'd cite the definition, it doesn't actually imply high paid, but it's a bit more pejorative than I realized when I wrote that. Nothing personal, Microsoft's always been a good investment, and antitrust enforcement won't necessarily change that.

As far as Wendy and her book, I've been following it since the vague citation by Jason Pontin on that cnnfn show, and I'd agree there's clearly book hype going on. But "hype", like "spin", tends to be used like the operational definition for objective and biased, people you agree with vs. people you disagree with. Remember "The Road Ahead"? No book hype there. Then there was "The Road Ahead II: Bill discovers the Internet". Those are both presumably inoperative now, at least legally, we're on to "The Road Behind: I was on top of it all along". All you can do is judge things on their merits, and how they fit in with other bits and pieces.

Cheers, Dan.