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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Bearded One who wrote (22554)	2/3/1999 6:03:00 PM
From: Lee Martin	Read Replies (2) \| Respond to of 24154

My long term is the next 6 months. Are you saying that OEM's are going to shift to another OS within this time? I remember when win95 was supposed to be a dismal failure for many reasons (huge success), then win98 (huge success), now you're telling me win2000. Do you actually think it won't sell millions of copies and at least retain the market share it now has? Has MSFT ever released an OS that was a failure? Why now? MSFT was kicking everybody's butt long before IE was integrated. Why won't it continue to do so if they make them unintegrate it? If people want MSFT software they are going to have to deal with MSFT period. Why would MSFT be more inclined to give them better pricing after the trial than they are now? Does the gov't intend to dictate to MSFT what it can charge for its products? If so what about INTC, CSCO,ORCL,SUNW,EMC,AOL or any other co. with proprietary products? I guess what I'm asking is HOW SPECIFICALLY a worst case scenario might change the fundamentals of MSFT. Saying that co's. that hate MSFT will have more power doesn't really help me much. Evidently analysts aren't worried about this because they are raising est. Are the analysts wrong? Or is the market sentiment right now toward MSFT wrong? We've got the market bellwhether co. blowing out est., declaring a 2:1 split and telling analysts their est. are too low (I've never heard them say this before, usually they try to reduce expectations, not increase them) and what happens to the stock? It goes down because of some stupid courtroom screwup that I'm not even convinced has any affect on future revenues and earnings for MSFT. I've been worried about PC demand and software release dates. Does all this not matter anymore? Lastly, what do you think will happen to the stock short term if management decides "hey the market is selling our stock, we think it's cheap, let's use some of that xx$ billion in cash we have to buy back a few million shares"? I think sentiment would turn on a dime and the stock would be headed straight to $200 where it should be now anyway. If you compare PE's and grow rates of the other bellwhether techs(DELL,CSCO,LU,AOL,EMC) MSFT is now cheap. If you think of MSFT as an internet co. (MSN) then it's the cheapest and safest internet play on earth! So let me have it, tell me why I'm wrong and how this whole antitrust thing is going to amount to anything more than a slap on the wrist. Because I honestly want to know. I've got a bunch of $$ tied up in MSFT and I need to get some idea of what the downside risk is. Thanks,Lee