Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: t2 who wrote (19208)	3/29/1999 7:58:00 PM
From: JF2155	Read Replies (1) \| Respond to of 74651

Tech2000-After listening to Bill Gates and Steve Balmer , it seem obvious that the customer comes first. I for one was playing the split and planning to get out today but I changed my mine after Bill Gates comments today. The Customer is king all the rest is noise \BS. By the way MSFT is making a big push for there net site --- lots of MSN disks out there. --look out AOL here comes MSFT one more time. JIM

To: t2 who wrote (19208)	3/29/1999 8:09:00 PM
From: RTev	Read Replies (2) \| Respond to of 74651

The goal of the states is clearly structural change. That seems to be their bottom line. Why would they pick the auction method as their preferred alternative? Because it accomplishes a second goal: maintenance of shareholder value (at least in the short term). Are there other ways to reach both goals. Sure. The states suggested several. I suspect there is plenty of room to negotiate, but only as long as they're talking and only if Microsoft is willing to at least talk about the fundamental goal: structural change. So far, there is only one small hint that Microsoft is even willing to discuss that. That hint comes from today's reorganization. Consumer Windows is given an unique isolation in the new organization plan. If Microsoft were willing to make a structural change in response to this suit, the new isolation of Windows9x makes that a easier task than it was under the old organization and far easier than it would have been had it been included in the Consumer division.

To: t2 who wrote (19208)	3/29/1999 9:03:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 74651

As far as I am concerned it is a near monopoly and just wants AMD and Cyrix around to keep the government off its back. T2, I think the "bloom is off the rose" on Intel. Its a Gorilla, but the sub-1000 PC market is driving down profits, IMO. The competitors are jokes, but they are keeping the margins down on the low end. I just don't think you will make the bucks there that you can on softy and Cisco, or on some of the net stocks. ATHM may be on its way even further up. I hate to pay the present price when I could have got it cheaper, and I think we are all influenced by that fact. My problem is I don't want to sell any Msft yet. I won't touch my Cisco and AOL, so I am locked in for available bucks. If I still had Intel, I would sell and buy some of the others above. By the way, when softy hits 100, Toy's snow turns yellow!