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

To: Melissa McAuliffe who wrote (4466)	1/30/1999 2:20:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 4509

Hi Melissa, Some points about MMTM: If the company is joined at the hip to PSFT (and I think we both agree that it is), and considering that "investors" have no voting shares (they are all owned by PSFT), then what is the point of spinning off MMTM? If it were truly an independent R&D unit it could have been set up more easily as a division. The combination of financial ties and the fact that PSFT has the right of first refusal on MMTM products seems to me to create an impenetrable barrier between MMTM and competitors of PSFT. These considerations lead me to conclude that PSFT will be using this vehicle to offload developmental expenses, and thus make its bottom line appear better. If I'm correct I am saddened and disappointed by this turn of events. TTFN, CTC

To: Melissa McAuliffe who wrote (4466)	1/30/1999 3:06:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

Is it really all that different than when SAP formed that company with INTC to develop web software of whatever it was? Oh yeah, the Pandesic boondoggle. Well, I just glossed over that because it was a consortium which means 2 things to me 1) they needed expertise from 2 or more distinct technology areas to meet the objective and 2) it wont be successful mostly due to reason 1. I never knew what pandesic was doing or why intel was there, but then, neither did they. Anyway I see your point, but somehow when something doesnt involve 2 distinct partners you wonder why they dont just do it in-house. But again, psft has always been above board and unless I see something that really looks questionable Im going to give them the benefit of the doubt. If anybody here knows who is in momentum and what they are doing please post, btw. It should be light on management Im hoping. Michelle