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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (21043)	10/23/1998 6:56:00 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

Nokia third quarter clearly beats consensus forecasts--jumps 4.3 pct to 439 markka. Investors feel the results are good, heavy trade seen in Finnish markets..reuters Will GTW and NOK.A earnings turn the composite higher, I think IBM MSFT NOK.A TXN even GTW have set a good backdrop of earnings in our sectors, we will see some moves in this sector after consolidation around these levels... 1680 will need to be protected as good earnings should take composite higher, I will watch very carefully RUT and Composite not interested in DOW right now we may see a reverse phenomenon as I have been highlighting since late, a falling or lagging DOW and a running small caps, it never happens like this but like RUT signalled the break of 1200 and 9400 highs we may see RUT and composite making a full 10% before DOW breaks the 8650 area, but do I care I don't think the bread and butter right now is somewhere else let people keep looking for treasures in DOW, like earlier on market support was found in bonds break so would be move in these treacherous markets, if the script would remain the same may be we would see investment a straight forward business, but market has its own dynamics and one needs to improve its radar sensing underline currents look at SOX, look at composite look at BKX look at transportation and RUT if these are moving a lagging DOW will not matter, and moreover we will see some pleasant surprises as languishing accounts small caps see some sign of life. Just a thought fwiw.. keep thinking as we move forwards, we just cannot keep loooking at ASEA to break for predictions of DOW direction the game rules are changing look at ASEA U-Turn in trade, llok at Japan attacking inherent so far unaddressed problems of long term embedded loans, and don't forget that leverage that moved market has been so badly mauled by the horns of the bull that we may not see the kind of voltality which use to bring early morning chirping on some of SI threads, markets within norm should be interpreted as such, their is nothing one way about markets and effort to look hero by issuing a sell since last few days have not worked four days, the test and trial method of calling tops or bottoms can be seen clearly as we make new high on 1080 SPZ I can imagine only a novice can overlook this new high, only a novice can overlook 365 on RUT and only a novice can overlook 1680 break on composite, watch out for the sanctity of these levels, look for earning surprises and let the market do what it does best, surprises the majority, right now to be honest every one is a bull and that worries me, however sometime mass hysteria takes on new highs before we take water in, just be a step ahead of the crowd, see if they insitigate why questions and answer them for you. CNBC, Favors and everyone else can take these market 200 point lower for a day but it is the corporate earnings which finally dictate the course. Chart induced deflation was as short lived as the bond premium which just evaporated, has something change only one that is John Merriwether lost his business and his positions like may other funds. Charts can be deceptive hence look for facts before investing..

To: IQBAL LATIF who wrote (21043)	10/24/1998 10:30:00 PM
From: ILCUL8R	Respond to of 50167

<<I think it is the customer who benefits as we get a wider operating system with a lower price, imagine if we need to have 100 softwares to load to make Windows as efficient is it is today. If customer is benfitting why should it worry me if software company in a basement is taken over by MSFT for 100 million $, may be that is the intention of some of these companies. To be taken over, may be they design their products so compatible to MSFT, the world of Macintoosh's came to an end because they were reluctant to open out. Just a thought - I thoroughly enjoyed your note and learnt a lot.>> Your premise is good to a degree, we all want a simpler more inclusive software experience with our operating system. However I think you will find too many small companies whose software was coopted and who never got 100 million for their effort. The father of Bill Gates is a well-to-do Seattle Patent Attorney. I assume he has and his son have a keen appreciation of the value of intellectual property, and Bill knows the difficulty of proving ownership. Software programming is an abstruse, arcane process and software is "slippery." Software programming is something most people don't understand, they think it is too "technical." Judges and lawyers don't understand how to deal with Microsoft, and proving software code copying is difficult because no two programmers would come up with the same exact code to achieve an objective. Remember version 6.2 of DOS? Microsoft was found to be guilty of copying someone else's code and included it in DOS. Microsoft got a big fine. Version 6 was removed from store shelves. A few months later version 6.22 came out with legally acquired code. Since back in the early 80s all machines sold have been required to include a copy of DOS. This royalty stream began to make Microsoft very wealthy. The agreements with box makers to include DOS were leveraged to include other Microsoft softwares. If boxmakers agreed to only sell Microsoft bundled software they received it at a reduced rate lower than that of competing software. Microsoft was building a critical mass in size which drew in cooperating software developers and competitive products found it increasingly difficult to make sales. Microsoft's software often was NOT the best available product but its competitors were increasingly shut out of the market. The monopoly position of Microsoft was used to drive out competitors. Also, Microsoft used "vaporware" as a means to drive out competition by promising non-existant software to compete with competitors' existing or developing software. And, Microsoft is infamous for promising delivery dates that fail and are put off and off. So, Microsoft doesn't always "deliver." The upgrade version of Windows95 can be installed without Internet Explorer, although doing so is not easy. The later OEM versions of W95 increasingly made Internet Explorer an integral part of the code in many files. Windows98 cannot be installed without Internet Explorer. Many feel that with W98 it has gone one step too far. These are a few examples of Microsoft's exclusionary and bundling practices. The DOJ suit is not a means by which mediocre civil servants can try to pull down one of the world's "best companies." It is a well reasoned carefully considered lawsuit. Probably not too much will come of it but I hope it serves notice to the computing and software communities that a level field must exist for the creativity and innovation of all for the benefit of all, and not just for Microsoft. There is a Microsoft/Netscape thread here that discusses this much better than I can portray.