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

To: ToySoldier who wrote (22682)	5/13/1999 4:52:00 PM
From: Michael Kucera	Respond to of 74651

Re:IBM stock up 19+% today! And that is after an already good run. Now exactly which stock is doomed? Looks like you have changed your tune that your statement today says that you will buy MSFT because it will ride the IBM coat-tails! More upside to MSFT than IBM.

To: ToySoldier who wrote (22682)	5/13/1999 7:03:00 PM
From: t2	Respond to of 74651

Toy, that was one of my first posts on SI last November. I wanted some reaction from you. I guess I was right on Oracle but wrong on IBM. However, since that day, I have been in IBM and Oracle stock at times--just not lately. However, this is still possible within the next couple of years. Lucky for IBM, the DOJ has stepped in slow down the MSFT steamroller. The CEO of IBM has done a great job to bring back the momentum. I am happy about it---as you know it is one of the biggest employers in Canada. (isn't is where you work?). Post next year at this time and I hope I am wrong again--but i doubt it.

To: ToySoldier who wrote (22682)	5/14/1999 9:06:00 AM
From: taxman	Read Replies (1) \| Respond to of 74651

will this be a microsoft killer or a wimp? regards THURSDAY AFTER HOURS: Not much happening after the close today, so we'll focus instead on a stock of note: Novell (NOVL 24 1/8 -9/16). Paul Dravis, noted analyst at NationsBanc Montgomery Securities, issued his Buy Rating on Novell today, after talking directly with CEO Eric Schmidt at the NetWorld+Interop tradeshow in Las Vegas. Mr. Dravis seems to feel that Novell is now in the "tail end of its turnaround efforts." By selling Novell Directory Services into the Novell installed base, Mr. Davis feels that the company will be able to generate a recurring revenue stream called "10 Zens" similar to the ZENworks (Zero Effort Networks) offering. Essentially this means selling new services and products directly to current customers. Microsoft's competitive product is Active Directory, not yet released, but which is expected later this year. Whether this becomes a competitive factor on the Netware platform, or a reason to migrate to Windows 2000 remains to be seen. Mr. Dravis stated that Mr. Schmidt told them that marketing is a key issue for Novell, and is one which Novell is addressing. Briefing.com still feels that Novell's biggest challenge is acquiring brand new customers. Strategies based upon selling into your installed base can be very profitable in the short run, but for long term sustained growth, acquistion of new customers is essential. We would still like to hear a "big-picture" story of how Novell will attract, and retain, big business customers who have never done business with Novell before. That's what is needed in the the long term view. But Wall Street focuses on the short term. Today's analysis by Mr. Dravis was very positive, especially from the short term viewpoint, and is being distributed to the network of institutional investors at this very moment. Copyright © 1999 Briefing.com, Inc.