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

To: Lee Martin who wrote (16193)	2/17/1999 9:39:00 AM
From: Gerald Walls	Respond to of 74651

CNBC just mentioned that the last time DELL was this hideously low was four weeks ago.

To: Lee Martin who wrote (16193)	2/17/1999 11:07:00 AM
From: t2	Read Replies (1) \| Respond to of 74651

Lee, I agree with you on many points. It might be a little late to sell the big names like MSFT. MSFT benefits from price wars among PC makers and internet portals and ISP should do well. Well MSFT is in both businesses also not to mention has controls over the browser. Re: intel trial. That trial will not only shift focus away from MSFT (plus the long breaks in the MSFT trial in March---almost all of march), it will also get people against this whole government intervention business they are in. Going after the best tech names is not going to sit well with politicians and the public(i bet MSFT and INTEL are favorites). It will SIGNAL that government wants to control the tech world. In the USA, that kind of action like this won't fly for long. In Europe, it might be acceptable but not in the US. to The intel trial is going help MSFT in a big way. There will be a huge shift to anti--DOJ rather than anti-MSFT. MSFT and INTEL will be "perceived" as victims. DOJ and FTC are going to have a serious public relations problem starting next month with the Intel trial. THen the politicians will start stepping in to curb the aggressiveness of DOJ and FTC. The policitians are being supported by MSFT and INTEl, remember. Conclusion: The best opportunity to buy MSFT is now. MSFT won't be alone anymore---interpret that as you like!!!!! The momentum investors have not jumped on board yet as split is on March 26. It will happen in an explosive manner. JMHO of course.

To: Lee Martin who wrote (16193)	2/17/1999 11:08:00 AM
From: Kevin	Read Replies (1) \| Respond to of 74651

What is the NSCP AOl conversion rate? Thanks.

To: Lee Martin who wrote (16193)	2/17/1999 11:25:00 AM
From: RTev	Respond to of 74651

The AOL/NSCP deal should close in MAR and that should give MSFT some more evidence that they do in fact have competition. How does that combo compete with Microsoft? I know that the MS PR spin after the announcement was that this agreement somehow affected the trial, but I just don't see it. What AOL bought was a portal. Netcenter is a good portal and definitely competes with msn.com, but I don't see much else. Netscape was gutted in the AOL deal. It's dead as a technology company. Even AOL has said it has no plans to switch its subscription service to the Netscape browser. At most, it might use it as the default browser in the next version of ICQ. Microsoft won the "browser war" even if Netscape manages to release what looks like it will be a great browser based on Mozilla 5. (And the release will actually be the big test. Are there enough good technical folks left at Netscape to actually release a product based on the great open-source code Mozilla has developed?)