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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Podsiadlik who wrote (3866)	11/26/1998 6:48:00 PM
From: RockyBalboa	Read Replies (2) \| Respond to of 4634

Kevin, great post! I especially like that one: Billy, your Microsoft is a customer of... I believe you misspelled "competitor". <ggg> It makes a difference when somebody like MSFT announces that they will cover another space, too. Now it is Y2K, years ago it was the MS Network, before that, the browser market (all with more or less success). Or when a one-product company tries to build their success on a transient story, which will "expire" after 1 Year. C.

To: Kevin Podsiadlik who wrote (3866)	11/26/1998 9:43:00 PM
From: Pierre Mondieu	Read Replies (1) \| Respond to of 4634

...when I said panic, I didn't mean about your short sales, I was talking, as you say, about bigger issues... ..."Softee does these things?" Think about it some more. ...MSFT is not competing with TAVA--they are utilizing TAVA's services to ensure uninterrupted power into the Bellevue complex in the event of utility failure. ...Re 60 Minutes--TAVA may not get mentioned, but embedded systems will...I'll take that bet. Have you read the Year 2000 section of Chevron's latest 10-Q? Good luck...