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Technology Stocks Microsoft: Windows 97

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To: Kory B. who wrote (36)	1/22/1997 7:29:00 AM
From: Robert Scott	of 74

Kory, Don't you think MFST is a little ahead of itself?? At over 40X trailing earnings and with growth to slow down to low 20's it seems overvalued to me. It should carry a slight premium to its growth rate due to its position, but 2X - seems 2 much.

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To: Mike Magarahan who wrote (34)	1/22/1997 7:35:00 AM
From: Robert Scott	of 74

Mike, My Thoughts - By year-end, Java will have enough standards and tools to begin to make a dent in MFST's onslaught. While Windows will maintain a strong dominent position for some time, MFST must embrace Java to maintain its growing position. They are trying to essentially take over Java by developing their own version or at least splinter it like Unix - it will be interesting to see if they can succeed - if they do, all but investors lose. Most of the world would like to see their dominence disrupted and toppled - Standards based Java has the ability to do that.

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To: Robert Scott who wrote (37)	1/22/1997 4:47:00 PM
From: Kory B.	of 74

Well, Scott to answer your question in one word it would be yes. But because I don't think the answer is that easy, I'll give you my basic shot at why I think MSFT will be the stock to own going forward (mortgage the house and retire). They dominate. Everywhere you look, TV (msnbc), Computers, Internet, Banking (online). I believe that Microsoft will play a major role in the way our lives funtion in the future. MSFT has agreements in place to cover virtually every major technology sector that is important now and will be in the future. Not to mention the fact that in most cases they have no competition - Let me repeat myself - THEY HAVE NO COMPETITION! They have huge margins - i.e how much does a diskette cost? Cheap! Cheap! Cheap! As for 40x trailing earnings - so what! Look at cybercash, no earnings and at one time the stock was $50. Look at netscape, little or no earnings and whats the PE? So to base any trade today on old fundamentals, however sound those may be, is a little crazy in itself. To use that philosophy traders should be buying AT&T or any number of "dogs" out there that will give you a dividend and maby 5-10% gain per year - Screw that I am in to win! Go with the flow, don't buck wind. By the way if MSFT wasn't around we would all be paying a lot more for browsers and internet software as a whole. Have Fun - L8r PS. MSFT Jan 98 120's (before split) now worth $41 i.e. $62,000 gain! Rock and Roll Baby! -koryb

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To: Kory B. who wrote (39)	1/22/1997 6:41:00 PM
From: damniseedemons	of 74

Kory, Robert, and All, I agree with Kory that MSFT is going to play a dominant role in our lives. I don't suppose anyone happened to see the Newsweek article from about 2 months ago? It spoke of the 21st Century as being "The Microsoft Cenutry." The author went on to talk about Microsoft being the most powerful force since the Roman Empire.... Anyway, with Java, ever hear of MSFT's public slogan, "embrace and extend." Behind the scenes, think of it more like, "embrace and demolish," "divide and conquer," etc. Obviously Robert, you aren't versed on what MSFT is doing with Java. I don't feel like writing an essay, but in short, they are fragmenting it so that Java's "write once, run anywhere" slogan won't hold true (this is similar to what has happened to UNIX). What they are doing, is optimizing Java for Windows--making it BETTER for Windows, so that Windows extends its dominance. And BTW, MSFT plans to be number one in Java development tools. In fact, they just announced their Java foundation class libraries (which are basically like Legos, that are put together to buils Java apps.). For more, go to news.com Sal Habash

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To: damniseedemons who wrote (40)	1/22/1997 9:42:00 PM
From: Kory B.	of 74

Sal, thanks for the input - I am excited yet it is a little spooky... Oh well, on to another day. -koryb

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To: Kory B. who wrote (41)	1/23/1997 2:26:00 AM
From: Bruce R. Schlake	of 74

Hi fellows, couldn't help but overhear your conversation so I thought I would share a very interesting statistic I heard today that may help put this in perspective. I had this on tape and had to listen to it twice to make sure I was quoting it accurately. They said Microsoft's current market capitalization adjusted for inflation is what IBM's was in 1951. From that point, over the next 9 years IBM went up 16 times in value. Seems today was another sign of the changing of the guard with msft continuing to rise and ibm down 10. History does repeat, go with the flow. Good luck. Bruce

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To: damniseedemons who wrote (40)	1/23/1997 6:55:00 AM
From: Robert Scott	of 74

Sal, I am aware that MSFT is trying to splinter Java much in the same way that Unix is splintered today. Kory's post about how things are cheaper due to MSFT will certainly not be true if they are successful in splintering Java. Let's also not forget that MSFT is a 6B company who has warned about slowing revenues & earnings & increased investment. There is no question in my mind that they are making good, sound investments - I just feel the investor enthusiasim is at a peak and there are some challanges given the stock price, the warnings from the company and Java.

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To: Bruce R. Schlake who wrote (42)	1/23/1997 6:57:00 AM
From: Robert Scott	of 74

Very interesting Bruce - thanks for the post.

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To: damniseedemons who wrote (40)	1/24/1997 2:58:00 AM
From: Joe Fang	of 74

Sal and all...I checked out Office 97 DEMO disk that comes with PC mag's ....and I really like what MSFT did to OFfice 97. This is great, every piece of it seems to be much easier to use and more intutive. I have to teach myself to use Excel before going into the MBA program but the new Excel looks intuitive enough to use. The interface looks nicer too. Joe

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To: Joe Fang who wrote (45)	1/24/1997 3:35:00 AM
From: damniseedemons	of 74

I have Office 97---like it a lot, but only after I added more memory to my computer ;) Oh well, at least memory prices are low! BTW, I'm reluctant to use Outlook for my email, because it deletes your mail from your SMTP/POP3 server once it downloads it. For someone like me who isn't always at their own computer, this really sucks. They should fix that problem with the v1.1 release in a few months.... Sal Habash

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