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

To: Uncle Frank who wrote (15735)	2/9/1999 7:20:00 PM
From: Hal Rubel	Respond to of 74651

"Today the World, Tomorrow the Universe" What's going on here? Can we do this?: Cascading style sheets owned by Microsoft? Staff Report, email@maccentral.com February 9, 1999, 6:00 am ET According to a CSS discussion group, Microsoft has patented "style sheets." A style sheet is a collection of formatting information, such as font and tabs in a textual document. According to info on the Slashdot Web site, "in the current issue of The Bulletin (an email newsletter, pricey subscription required), it is reported that, in mid-January, Microsoft was awarded patent #5860073 on, 'The use of style sheets in an electronic publishing system.' A Seybold article casts doubt on the validity of the patent citing prior art back to the 1960's, and on the competence of the US Patent and Trademark Office for awarding it. The article also calls Microsoft's motives into question for failing to mention this patent application to the World Wide Web Consortium, with whom it has been working for some time to develop a style sheet standard. Thomas Reardon, director of standards at Microsoft, claims that it will offer a 'free and reciprocal' license to anyone wishing to use the technology, adding, 'These are the most liberal licensing terms out there.' (It would seem Reardon is not aware of the GPL.) " You can read part of the story at patents.ibm.com. For more info on The Bulletin go to seyboldreport.com. (Thanks to Clark Thomas for sending this tidbit our way.) Hal PS: There must be a legitimate business reason to this, but I just don't see it. HR

To: Uncle Frank who wrote (15735)	2/9/1999 7:21:00 PM
From: Li Cai	Respond to of 74651

Even though I have the stock, I wish the market goes down further. The more it drops, the fast it moves up. Probably the best strategy is to buy some shares on bad everyday, starting tomorrow. Who knows when the market will jump.

To: Uncle Frank who wrote (15735)	2/9/1999 7:57:00 PM
From: t2	Respond to of 74651

Uncle Frank, I realize that CSCO, DELL are among the best performing stocks. I just keep coming to the conclusion that the more competitive the environment is the less a high PE is justified. Maybe Dell has a unique market advantage among PC makers. I have bigger doubts about CSCO--the architecture is just too detached from the end user without a lot of hype about it. Windows is there as you start you PC and Pentiums (so much advertising)---these get a lot of attention. However, Intel and MSFT have a much better brand recognition and products that are hard to compete against (or impossible). The way MSFT held up for most of the day convinced me that it was the stock to be in. I am not upset about the market believe it not. Actually i like the idea of MSFT and INTEL staying at these levels going into March. The options buying opportunities will be amazing going into the splits and earnings. Then I might go into options big time, the way i did going into January earnings. BTW-- The 82% MSFT account is my retirement account with a focus to follow US markets using options and cash (Canadian foreign content limits) My wife's account is diversified with 35%MSFT, 25 INTEL, 20 money market; 20% European mutual fund. Even my margin account is 60% MSFT; 20% intel and 20% Dell. Actually added some DELL late day in her account.