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

To: Frederick Smart who wrote (12556)	11/24/1998 9:18:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

Fred - I think the business patterns are probably more or less right, but the notion that MSFT 'stole' its early success is not correct. I have covered the early OS/2 development as well as the stories around the purchase of the base DOS code in other posts here and on other threads in some depth, and good references from others who were there are also available. Marlin Eller, in 'Barbarians led by Bill Gates', is certainly no apologist for MSFT, but he does get the key facts about those early deals more or less right. His writing about the early OS/2 development matches very well with my recollection. I have been impressed by your thinking on where the 'next wave' is going, although I don't agree with every conclusion. But to be credible with knowledgeable industry insiders, you need to be more meticulous in your research especially on the history of MSFT itself. Promoting incorrect information about key historical facts damages the believability of other facts you might present, which I'm sure is not your intent.