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

To: DavidD who wrote (12777)	11/29/1998 9:58:00 PM
From: Scotsman	Read Replies (1) \| Respond to of 74651

I think all are correct in MSFT's earnings and the subsequent rise in price. It dominates the desktop, and the proliferation of cheap PC's will indeed feed it. Windows 98 has been a success, and they are expanding into other areas through Windows CE. In addition, it is the darling of the mutual fund managers. They will not want to admit that any pick of theirs, especially one they are so heavily into, could go down, so they will drive it up. I don't think if it doesn't make its numbers matters much, it is a monopoly and as such will benifit. However, I must,and I am sure to take some major gratuitous verbal abuse for this, side with Toy. If I was a DOJ lawyer, I would take it that the AOL/NSCP deal was due to MSFT destroying NSCP's market and forcing it to find a partner. Sure, all do well, but so what in a legal sense. This is about past practice, not current conditions. If you look at the Standard Oil situation ( here it comes again.) you will find that indeed at the time Standard was broken up, they no longer had a monopoly. Texas in the USA and Russia in Europe were coming on line with gobs of oil, and they were not and would not be under Standards control. Yet the Supreme Court ruled that their past practices were anti competitive and hence it was broken up. Once again, I think the parallels are amazing. Willl it happen again, I don't know. But I think that MSFT is a winning investment regardless of what happens. Finally, I think the real winner of the AOL merger is Sun, but I am a technology babe in arms, so I relent to those that have more info.

To: DavidD who wrote (12777)	11/29/1998 10:08:00 PM
From: Reginald Middleton	Read Replies (1) \| Respond to of 74651

I hate to admit it, but I was actually anticipating your to rudeness to appear. You have pretty much demonstrated that you have a limited grasp of finance, at least in terms of Microsft and thier application of meritorious compensation funding. This was exemplified by those string of posts you made concerning the put warrants. There is normally no problem with the lack of understanding until you start to pretend that you are some sort of knowledgeable person that actually has enough ground to stand on to attack others. Just to set the story straight, you have been very lucky if you have spent 10 years of LBO credit analysis underwriting debt with equity kickers if you can't even understand how to ascertain the effects of a put warrant program on a large corporation. I can imagine what you embed in the bonds to get the equity kicker. I hope it is nothing with any sort of optionality, or do you tell your clients that they are at risk of losing 1/3 of thier equity as well? I hate to get into pissing match, but to be honest you appear to be a phony. I assume that you will have to post another irritating post to lash back at me, but after that let's leave it alone. I just wanted to make sure that your inaccurate comments did not lead any on this thread astray.