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Technology Stocks : Beyond.com (BYND) the NEW software.net.... -- Ignore unavailable to you. Want to Upgrade?

To: Roader who wrote (138)	3/4/1999 2:31:00 PM
From: Jon Tara	Respond to of 422

Yea, everybody that is selling. :) "Anyone concerned here that the competition that has been announced in the last week is going to kill the stock. (dell and msft both announced)" The recent MSFT announcements are not a direct threat to BYND. MSFT is doing two things: 1. They are saying that they are developing software to enable electronic commerce, and encouraging smaller companies to become involved in e-commerce. (e.g. they are going to try to sell MSFT software to them...) 2. They are getting more involved with e-commerce on their web sites, including MSN, Sidewalk, etc. There was NO indication, though, that MSFT was going to be getting directly involved - that is, it will still be third parties doing the actual sales. The only thing here that could potentially hurt BYND is the comparative sales agent, but I think that's more likely to help them, since their prices are generally pretty good. Keep in mind that they had just announced a couple of weeks ago that BYND was one of four vendors selected to sell software at Microsoft's sites. It's unlikely that they are going to do a 180 on that.

To: Roader who wrote (138)	3/4/1999 2:34:00 PM
From: Jon Tara	Read Replies (1) \| Respond to of 422

Excerpt from Feb. 24'th MSFT press release: "Software is a favorite product category for online consumers," said Steve Schiro, vice president o the consumer customer unit at Microsoft. "The objective for the online store is to make sure our customers can acquire Microsoft products when, where and how they want them. Shop.microsoft.com also provides a unique opportunity for the channel by enabling participating resellers to build buying relationships with the more than 2 million customers that visit microsoft.com every day." When consumers on shop.microsoft.com decide to order a product, they add the item to their virtual shopping basket by simply clicking an order button. At checkout, they select one of the four participating resellers to fulfill their order. Currently the participating resellers are Beyond.com, CDW, CompUSA and Insight. Additional resellers will be included over the next few months."