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

To: Bearded One who wrote (22556)	2/3/1999 11:19:00 PM
From: Lee Martin	Read Replies (2) \| Respond to of 24154

OK, I agree NSCP was (still is?) kicking some browser butt. The only other stock I own right now is NSCP, not because of their browser but as a cheaper way into AOL. I've been rotating in and out of DELL,AOL,EMC,and MSFT. Was in DELL most of '98 until their last earnings report when I got so frustrated when they did everything right (beat est,2:1 split) and the stock went nowhere. The day Greeny cut rates in NOV I went 200% AOL at 150 presplit, and rode it until I got screwed over by Etrade when I put a stop order at 141 and they filled it 138 the last week in DEC. That same day I went 200% EMC at 87. Later I sold half to buy MSFT at 155 the day of earnings and sold the rest when EMC reported at 103 and bought NSCP. The next day AOL reported and split and I haven't traded since. I wanted to buy CSCO but was worried about the market selling the bellwethers on the news especially if they didn't split. CSCO had a huge run and I knew it would only beat est. by a penny or so, so I figured I'd pass on it. I just flat out missed DELL. I figured I'd leave well enough alone, I have two bellwether stocks that just blew out earnings and announced splits. IMHO DELL will have to get above 120 to have any chance of a split announcement with earnings on the 16th. Now matter what number DELL posts it won't meet the whisper # and it will need a split announcement just to keep from selling on the news. I bet that the split speculators will NOT be able to push DELL high enough to get a split announcement. Therefore I would have to sell DELL on the 16th. Since I get screwed over by Etrade on every trade I make and am switching to Brown, I decided why bother playing DELL for the runup into earnings when I may get caught between brokers and not be able to sell on the 16th. So I just passed. Now I'm watching MSFT going down and thinking man what a @#$%. I should have just executed my plan and rotated into DELL for the ramp into earnings. Looking at today's action in DELL, maybe some of that momo $$ is starting to conclude that they may not be able to push DELL up high enough to assure another split announcement with earnings. I mean they did just split last Q, and I don't think they want any chance of DELL dropping below 50 so they may just wait a while like CSCO appears to be doing, let the stock go a little higher and save the split news for a rainy day. If this is the case, that momo $$ will start taking profits now, especially if the .coms start running again. Nah, I'm probably wrong and DELL will ramp all the way into earnings like it always does! Regards,Lee

To: Bearded One who wrote (22556)	2/4/1999 1:34:00 AM
From: Gerald R. Lampton	Read Replies (3) \| Respond to of 24154

Will they screw it up again? Here, pursuant to our own Fairness Doctrine, is Microsoft's party-line on the re-run of the videotape demo: microsoft.com microsoft.com To clear up the confusion, Mr. Allchin and Microsoft's attorneys offered to videotape a new demonstration overnight, with the government's attorneys and computer experts looking on, and present it in court on Thursday, February 4. The judge agreed. Actually, Allchin wanted to do it in court, and the judge told him, "Talk to your lawyers." And, although it probably will not make that much difference in the end, if you read this, I think it is about the third different explanation by Microsoft of what went wrong. Finally, here is Poole's testimony on why Netscape is not foreclosed by Microsoft's contracts -- their big "no foreclosure" argument, so familiar to and loved by fans of their summary judgment motion. ;) microsoft.com It will be interesting to see what Boies does to this witness.