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: Nirmal who wrote (22504)	5/11/1999 1:23:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 74651

Will Microsoft Become A Black Hole?? >>On the other hand almost everyone on planet has vested interest in MSFT stocks and the whole market will go down big time, if MSFT is split and the stock goes down. So, i guess the feds would be cautious in their moves, considering this.>> Better get off this planet. Give me a break. Splitting Microsoft up would unleash the greatest period of innovation and explosive growth in US technology history. Mayby all you guys will have to learn how to pick stocks and learn about RISK once again From the SI Novell thread. Cheers everyone! To: Victor Danti (26874 ) From: Frederick Smart Tuesday, May 11 1999 1:12AM ET Reply # of 26879 Directory-Centric Computing Muddle...... >>We are in the business of building a directory-centric computing model, and right now there's no one else in that space. Once customers deploy the directory, they are customers for many years to come.>> Someday I'd like to meet Eric. For we are really breaking incredible new ground here every day, but I'm still at a loss for what kind of hammer we should come up with so that every Tom, Dick, Joe and Harry and Jane and Jill and Marge have even the beginning of a clue as to what Novell means in all this. We've been preaching open this, extend that, go higher, end user, its the INDIVIDUAL stuff and it's all valid and important. But Joe WebUSA needs a can of beer in his hand just to have a chance of understanding this stuff. How about if we imagine the computing universe as evolving much like our universe evolved since the BIG BANG - simply expanding over time and space to create new suns, planets, solar systems, living environments, etc. Go back into your geek history and give your own labels to planets, suns and solar systems. Will the Windows star become a black hole? Where is all the new energy going these days?? What new "suns" are powering new solar systems, living environments, networks, communities etc. We've all known for some time on this thread and inside Novell that the real energy is reaching out to more and more people, devices, things, etc. We've talked about this concept before. Bill Joy is there with Jini. Eric can nail this, too. Just for laughs, fast backward to the Bill and Steve show in this weeks Business Week cover story......"Remaking Microsoft". Reads like some Dick Tracy comic strip......(page 112 May 17, 1999) >>"January sent Balmer globtrotting for the company's semiannual business reviews. It was Jan. 14, and Balmer was in the midst of taking 60 pages of notes from a discussion with one of his Euopean managers when his ideas clicked. We needed to "reinvigorate the vision", he says, that computing power will be on any devices, anywhere. And the only way to know which software would be best in this new wired world would be to listen to customers. He sketeched out the rough oulines of Vision 2 on a yellow legal pad. Balmer reaced to meet with Gates at his home on the next avalable weekend. "I wanted to make sure before I got too excited that we were in synchronization," says Balmer. While the two came at it from different vantages - Balmer from the business perspective and Gates from technology - the pair agreed.>> What a hoot!! Where have these guys been hiding out?? Is this the example of what happens when you realize that hollering, yelling and pounding your baseball bat in your hand no longer works to motivate people? I look on the cover and think, My God these guys have really lost it..... You know I hope they get angry more often and try to destroy some more companies. The more they use that strategy in this day and age, the sooner they will find themselves irrelevent. The world is passing windows by at an accelerating pace right now. It's scary to think how quickly this is going to happen. But back to Novell. These folks need to loosen up. There's got to be some "Tony The Tiger" branding - another dying term - answer to help people associate Novell with this incredible new power that's being addressed in this "directory space" right now and going forward. Eric, let's turn this challenge over to the people on this and other boards. Perhaps Paul can save us. Paul, where are you good buddy......?? GO!! Eureka! Regan's College town here in Illinois...How bout ONE WORD.......GO!!

To: Nirmal who wrote (22504)	5/11/1999 1:34:00 AM
From: Sir Francis Drake	Read Replies (1) \| Respond to of 74651

Nirmal - you keep making an issue of B.G's selling shares. This is at least the second post on this board from you about how allegedly Gates is "concerned about the 'long long term prospects' for his company". I thought several posters covered this. Gates still has a HUGE number of shares. What he sells is a TINY fraction of his holdings. His salary is relatively modest compared to his lifestyle. He has also been active in charities. And he'd be a fool not to diversify. As to the remark about being sure that KO will be around in 20 years, but can't make the same statement of certitude about MSFT - he made that remark while standing next to Warren Buffet. That's basically Buffet's view of tech companies in general. However, Buffet has also said that IF he were to invest in a tech company, it would be MSFT. You have to be a little bit more sophisticated in seeing B.G's remarks in the proper light - the social context (making nice with his buddy Warren B), and with the DOJ breathing down his neck... wouldn't pay to sound arrogant. Meanwhile, Billy and his gang are making extremely aggressive moves to reinvent, expand, and grow MSFT - NOTHING, but NOTHING in their actions suggest that they are "concerned about the long-long term prospects". They know they're sitting on one of the world's premiere franchises for printing money. And they want to make it even greater. And as B.G. said in a recent interview: "I plan on staying around for a long, long time". That pretty much sums it up, doesn't it... You "are getting heavy on MSFT and would like to sell some" - please do sell. Sounds like you have plenty of ideas for stocks with a better, more "sure prospects" (LOL!) - invest in those. Thanks for sharing your concerns - none of which make the LEAST bit of sense to me. But what do I know. Funny, you ask questions about how much Gates is selling, and you are "heavy" into MSFT, but you think it "tedious" to wade through Edgar filings. Wow. I guess I don't get it. If you are soooooo concerned, why don't you do some 'tedious' research to ease your deep anxiety. BTW, Gates has been selling stock for years and years - and MSFT only keeps climbing. So, keep on worrying - nobody else here seems to be influenced by your worry wort musings. Good luck! Morgan

To: Nirmal who wrote (22504)	5/11/1999 1:41:00 AM
From: Michael Kucera	Respond to of 74651

Nirmal, Gates currently holds about one billion shares of MSFT. His disposal of even 25-50 million shares is a non-event unless you are really bored and need to imagine how much $$$that really is or you are short the stock(bad idea) and this is your rationale. Go wayyyy long on MSFT NOW! This is a buying opportunity if I have ever seen one. Take advantage of it. This stock has seen many 25% pullbacks and it will see many more and they have all been and will continue to be buying opps IMHO, assuming the story does'nt change drastically. Nevermind the losers who want to see MSFt fail, they can't stand to see a true AMERICAN SUCCESS STORY. Just my opinion, I could be wrong ;)

To: Nirmal who wrote (22504)	5/11/1999 8:43:00 AM
From: t2	Respond to of 74651

Nirmal, On the other hand almost everyone on planet has vested interest in MSFT stocks and the whole market will go down big time, if MSFT is split and the stock goes down. So, i guess the feds would be cautious in their moves, considering this. They would be cautious in their moves if it is felt that it would do economic harm. Remember they are not going to advertise this possibility while they are in court and maybe also negotiating with MSFT. I think it would be a factor at a remedy stage if the case gets that far.