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

To: Sir Francis Drake who wrote (23315)	5/27/1999 7:24:00 AM
From: Teflon	Read Replies (1) \| Respond to of 74651

Watching Charlie Rose's Show were you, Morgan? Teflon

To: Sir Francis Drake who wrote (23315)	5/27/1999 9:00:00 AM
From: Teflon	Read Replies (1) \| Respond to of 74651

Lehman reiterates "Buy" rating on MSFT this morning with a price target of 110. Says 25% correction in stock is over. quote.bloomberg.com Teflon

To: Sir Francis Drake who wrote (23315)	5/27/1999 9:23:00 AM
From: t2	Read Replies (3) \| Respond to of 74651

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 It has made more for me in one year (options) than I could have earned in a lifetime. I actually do love this company---I am happy with the stock going up even when I am not invested in it. However, I have learned to stick to cold decisions when buying this stock. 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 think the gorilla is wide awake. When they started offering a lot of freebies, it was an acknowledgement of this fear. By giving freebies, it makes it harder for new threatening innovations to gain acceptance (Netscape). It also makes it harder on the competition in being able to profit. MSFT is trying to "prevent" companies from accumulating lots of cash that furthers their R and D while at the same they are sacrificing some gains in their own EPS. I tend to view these as simply competitive measures undertaken by the company. I bet Windows CE is a bargain basement price operating system. They want people hooked so that competetive threats would not be as likely to break a consumer's Windows habit. In addition, their investments in cable also show how focussed and paranoid this company is. I have not read the Gorilla Game nor this new book. I bet the folks at MSFT have read both. Might pick up copies of both. I am convinced that MSFT is looking well into the future when they plan their strategies. I would be certain they also consider what types of threats are around the corner for all of their products. The only threat that I see so far is the DOJ/States.

To: Sir Francis Drake who wrote (23315)	5/27/1999 12:35:00 PM
From: Jill	Read Replies (2) \| Respond to of 74651

Sure applies to Dell, too. But maybe the discussion works better over on the G&K thread--what can hurt a Gorilla? Jill

To: Sir Francis Drake who wrote (23315)	5/27/1999 2:05:00 PM
From: mauser96	Read Replies (1) \| Respond to of 74651

OTOT..I just got my copy of Innovator's Dilemma in the mail yesterday and haven't finished reading it. So far, it's not up to Gorilla Game but still interesting in parts. The author discusses electric vehicles as a test case near the end of the book and he shows almost no understanding of the physics of power generation , transmission ,and use. He also fails to understand that electric vehicles are not really that disruptive to auto companies because the engine is only part of a vehicle that still requires lots of other parts similar to those used today.He doesn't even mention the sector where electric cars would be really disruptive (oil companies)