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

To: Bearded One who wrote (12619)	11/25/1998 9:16:00 PM
From: John F. Dowd	Respond to of 74651

Bearded One: I guess NOVL didn't think they would either or they would not have sent out their war dog Mr. Orin Hatch to rein MSFT in. On another note here is another piece of double speak from MSFT's detractors:America Online will renew the contract that makes Microsoft's Internet Explorer its default browser when that agreement expires in December, AOL CEO Steve Case said Tuesday. Whether that agreement would continue has been thrown into doubt by AOL's decision to merge with Netscape, which makes Navigator, the major competitor to Internet Explorer. AOL is buying Netscape in a stock deal worth $4.2 billion that includes a three-year marketing deal with Sun. The CEOs of the three companies -- Case, Jim Barksdale, and Scott McNealy -- spoke to reporters in a conference call Tuesday afternoon. Case said Dulles, Va.-based AOL has the option to renew the browser agreement with Microsoft, signed in March 1996, as long as he notifies Microsoft by the end of December. "It is critical to be on the Microsoft desktop," Case said. Asked whether it would be unusual to highlight Microsoft's browser on AOL's Web page once AOL owns Netscape's Navigator, Case said, "It was always possible to download Netscape's browser." Have a Nice Thanksgiving

To: Bearded One who wrote (12619)	11/26/1998 8:15:00 AM
From: J. P.	Read Replies (1) \| Respond to of 74651

<Toy also happens to have a credible understanding of the technology behind the Novell vs. Microsoft Directory battle-- which is one of the more imporant future markets for Microsoft> Now isn't that cute, are you two an item now?

To: Bearded One who wrote (12619)	11/26/1998 8:54:00 AM
From: Reginald Middleton	Read Replies (1) \| Respond to of 74651

He also has a very ephemeral grasp of how that translates into MSFT's valuation, yet he makes claims that MSFT will drop in value.

To: Bearded One who wrote (12619)	11/26/1998 9:05:00 AM
From: ToySoldier	Respond to of 74651

Thanks Bearded One, I'm blushing here!! (I'll email you that 5 bucks this afternoon) PS - Dont expect the MSFT-Lemmings to recognize any facts related to me. I just wont happen. These guys have their heads deeply buried in the MSFT sand. They dont want to hear no EVIL or See not EVIL! Toy

To: Bearded One who wrote (12619)	11/26/1998 1:51:00 PM
From: ToySoldier	Respond to of 74651

Talk about doing your case big harm! Gates is his own worst enemy on this videotape (or whenever he opens his mouth when he is on the defensive). I could just imagine the frustration building up in the Judge's mind. The judge was likely more convinced after each word coming out of Gates' mouth that MSFT obviously has something big to hide. And this testimony is coming from the son of a Lawyer! MSFT's biggest weakness by far is to simply get them on the defensive! From Gates on down, they have no clue on how to handle themselves. seattletimes.com If nothing else, MSFT's competition is learning a lot about where MSFT's weaknesses are. Toy

To: Bearded One who wrote (12619)	11/26/1998 9:59:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 74651

>this board was full of prediction of Microsoft taking over the enterprise computing market and NT 5 blowing everyone away. I see nobody here predicting that anymore. This is a long term game, (enterprise computing). MSFT doesn't give up easily. (Remember Windows 2.0 and 3.0?) MSFT continues to erode the Unix and NOVL server base, though not as fast as the most enthusiastic MSFT bulls believed. IMO, MSFT will eventually dominate the enterprise computing market. It may be another 2-5 years, but there has been no reversal of their encroachment. MSFT has the will and the resources to continue to improve NT until it overcomes its weaknesses. As far as directory services are concerned, same story.