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

To: t2 who wrote (23306)	5/26/1999 11:35:00 PM
From: taxman	Respond to of 74651

"am not ready to try July calls yet" neither am i. was trying to trade and got 'stuck' with them. another article from the same publication on a new microsoft product. Microsoft president says 'knowledge is power' regards silicon.com

To: t2 who wrote (23306)	5/27/1999 3:25:00 AM
From: Sir Francis Drake	Read Replies (5) \| Respond to of 74651

There are books which become very popular with investors very quickly. One such, has been of course, "The Gorilla Game", and I believe there is even a board on SI devoted to companies that fit within the model the book has expounded upon. I believe there is a book that will be even more important to investors. It is: "The Innovator's Dilemma" Subtitle: "When New Technologies Cause Great Firms to Fail" by Clayton M. Christensen Now, just as "The Gorilla Game" was a great booster for MSFT, so "The Innovator's Dilemma" is a great MSFT doomsayer or at least a real wake-up call. I love what the MSFT stock has done for me. But at the end of the day, your duty as an investor is to coldly evaluate the FUTURE potential of the stock. The book touches upon issues that I've been thinking about for quite awhile. And it raises legitimate questions. I bring this up, because I think it is highly relevant to an investment in MSFT. I think it would be great if we could start a discussion about this. Any takers? Morgan