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

To: Sir Francis Drake who wrote (22935)	5/19/1999 8:07:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Morgan, I am just suprised how long Dell has waited to make such public statements on becoming an ISP. A company that is the leading PC vendor, has an inside track to getting customer on-line with its own service or working out a deal with an AOL or AT&T. IMHO, their PCs should be shipped with a CD that contains a "gateway" to their own on-line service and no other. Just be sure that service is good and you could have a long time customer. Much easier for Dell to get the customer than AT&T (i don't mean ATHM). Totally agree on MSFT. I get bullish by the minute. Even a pro-government settlement in the case may be meaningless as the company is still going to the make the same amount of money selling Windows98. Furthermore, their push is more in CE and NT, which are off limits to the DOJ. IMHO, the first week of June is going to be the approximate timeframe for the July earnings run-up to begin. I am expected big gains late June right up to earnings. Last quarter the run-up to the split prevented the earnings run-up. This time there is no stock split. Mid-June looking into calls July, Oct, Jan or leaps2001. Any opinions?

To: Sir Francis Drake who wrote (22935)	5/19/1999 8:09:00 PM
From: Sir Francis Drake	Read Replies (2) \| Respond to of 74651

To add a new wrinkle - supercheap computers may not necessarily be good news for MSFT. Remember if Dell etc. has to give away computers, they want to make them as cheap as possible, which would include saving on software. Here's an article on the headway Linux is making in cheap computers: news.com Granted, the focus is on servers, but it may be in box-makers interest to foster the growth of Linux, simply because down the road it would save them $. Morgan