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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Charles T. Russell who wrote (4285)	1/20/1999 5:00:00 AM
From: Lutz Moeller	Read Replies (1) \| Respond to of 4509

CLINTON PROPOSED to invest some Social Security funds in the stock market and to create individual savings accounts, as part of a plan that would use projected budget surpluses to bolster Social Security. The proposal and some congressional alternatives could channel between $650 billion and $1.2 trillion of taxpayer dollars into stocks over the next 15 years. * * * says WSJ. how much better can it get? asks Lutz

To: Charles T. Russell who wrote (4285)	1/20/1999 7:15:00 AM
From: Raptor	Read Replies (1) \| Respond to of 4509

Charles .. I agree with sep thread for MMTM. We have discussed all kinds of companies under this thread - SAP, BAAN, ORCL, and many others. Obviously, PSFT will be discussed on the MMTM thread and MMTM here so what's the big deal? I am going to take a look and set MMTM thread up on my SI 'hit list'.

To: Charles T. Russell who wrote (4285)	1/20/1999 11:08:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 4509

Charles et al...You can have MMTM threads and PSFT threads. My point is simply that MMTM is developing these products for PSFT to sell. You state that these are different lines of business than PSFT. Only different in that they are PSFT's new lines of business. Thus, PSFT's ongoing success is very closely tied to MMTM's ability to deliver these new technologies/products. And MMTM's success is closely tied to PSFT's ability to market these new products. Keep in mind this was an accounting thing that PSFT did. It's not like you're going to have one company out selling one set of products and MMTM out selling the other. MMTM's customer is PSFT, right? Therefore it looks to me like it's all part of one big solution. I don't think the Lucent/ATT comparison is valid because they companies are both independent organizations with their own sales, development, marketing, etc. infrastructure not Lucent spun off to develop products for AT&T. If I understand MMTM clearly this isn't the case. But like I said two threads is fine with me.