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

To: Sir Francis Drake who wrote (21528)	4/24/1999 7:08:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

Sir Francis Drake and Bill Fischofer. Alright, I leave it to you guys to carry out this discussion. I get dizzy trying to formulate responses to such complex topics. The one thing I would like to point is that there is so much competitiveness out there in the world of the net---and so much paranoia. AOL's going to the government to try and free up cable access to them is an example. AT&T and its very aggressive moves that appear to be related the internet as well as telephone. Are all these big companies just blind to reality and wasting their time? I tend to think that they know what is at stake. However, there is always the possibility that they were misguided as Bill points out. Bill's belief seems to supported by the Yahoo game plan----no ISP. However most others are taking major steps to be the "one stop shop", including content and access.

To: Sir Francis Drake who wrote (21528)	4/24/1999 7:11:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 74651

You are correct However, the market is a discounting mechanism that looks ahead. Eventually Wall Street will figure out that the "spam-your-way-to-prosperity" business model is a house of cards. The mainstream media is slowly beginning to catch on. See, for example, latimes.com from the Los Angeles Times on the subject. Does this necessarily make AOL or YHOO bad investments? Hardly. The reason is that they have content that is worth paying for. The transition may be a bit rocky at points but I am confident that they will survive. Many others will not.