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   Technology StocksSMALL CAP TECHNOLOGY STOCKS: WHO WILL BE THE NEXT MSFT???


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To: Sergio H who wrote (66)5/13/1997 7:25:00 PM
From: T. Pascal
   of 84
 
<<Momentum goes both ways.>>

That's what I meant by "Inertia (or, her twin sister, momentum)". They're two sides of the same coin.

<<MSFT may suffer a worse fate in its future.>>

Yeah, but how far in the future? In 1980, you might have predicted the downfall of IBM. But it's still there. Still would have multiplied your money by 10. So there.

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To: T. Pascal who wrote (67)5/13/1997 9:20:00 PM
From: Sergio H
   of 84
 
Let me recap and end this thing. You think that MSFT is the best investment around. I say watch out. Look what happened to IBM. You respond with"Yeah, but how far in the future? In 1980, you might have predicted the downfall of IBM. But it's still there.
Still would have multiplied your money by 10. So there."

Take a look at IBM's chart from 1987 to today. The price of the stock is almost the same today as it was in 1987.
ntweb.telescan.com
IBM shareholders have suffered for 10 years to get back to where they were(not counting inflation). Sure the stock went up from 80 to 87, but you would not have multiplied your money by very much. IBM has re-invented itself over and over again during this period. MSFT may
have a worse fate. IBM didn't have as many enemies as MSFT does. Finally, so we can clear this up and move on, I'm not predicting anything here. Just making a comparison and illustrating the possibilities.
Sergio

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To: Sergio H who wrote (68)5/14/1997 12:08:00 PM
From: Steve Lee
   of 84
 
Microsoft is run by one very switched on businessman whereas IBM could be run by anyone next year. This is why the "same fate" does not await Microsoft.

If you look at the products Microsoft has in the pipeline such as Transaction Server and Message Queue Server you will see that IBM is about to lose massive amounts of sales to Microsoft. I am making a prediction here - Goodbye Mainframes.

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To: Steve Lee who wrote (69)5/14/1997 12:54:00 PM
From: syborg
   of 84
 
> Microsoft is run by one very switched on businessman whereas IBM > could be run by anyone next year. This is why the "same fate" does > not await Microsoft.

I am not sure of where I heard this (maybe here) but Billy recently got very upset at an internal meeting related to Java and asked the question if anyone had ever heard of Windows. MSFT benefited in the early days from very good luck. It grew by brainwashing MBAs. It continues to inovate by buying technology. MSFT may dominate the desktop market but it does not own the industry. I am glad this thread is active since there ARE and WILL be companies worth investing in and profiting from.

If I did not work in the high tech indistry I would be terrified to try and pick winners given the rate of change. Given that fact you will see continued investment and growth in "blue chip" high tech companies. However investment in new ideas is what partially what the market is all about. Either the product builds a company, fills someones product line gap, or (gasp) fails. Outside of the later I could care less since my investment will pay off.

syborg

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To: Sergio H who wrote (68)5/14/1997 12:55:00 PM
From: T. Pascal
   of 84
 
<<You think that MSFT is the best investment around. I say watch out.>>

First, excellent post. Second, I never said MSFT was the best. INTC has done better, and probably will do better for longer. Heck, Home Depot (HD) is probably a better, safer stock. My argument was if I had to choose between CTRX and MSFT, MSFT is the clear winner. Even between a larger software company (Oracle, CA), MSFT is better. But of all stocks, no, MSFT is not the best. It's in the top 50, but not the top ten.

End, done, no more to be said. You're right in that regard.

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To: stockvalinvestor who wrote (47)5/15/1997 11:17:00 PM
From: carl morgan
   of 84
 
Is it more risky than HIA?

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To: stockvalinvestor who wrote (31)5/15/1997 11:24:00 PM
From: carl morgan
   of 84
 
Perhaps HIA will try to take them over, didn't they mention they were going to make some acquisitions with all of their cash?

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To: stockvalinvestor who wrote ()5/16/1997 2:40:00 PM
From: s jones
   of 84
 
UniComp Announces Certification Of Its POS Systems For Handling
Electronic Benefits Transactions (EBT)

MARIETTA, Ga.--(BUSINESS WIRE)--May 16, 1996--UNICOMP, INC. (NASDAQ:UCMP
) today announced with its subsidiary, Smoky Mountain Technologies, Inc.
(SMT), that SMT's POS system for multi-lane stores has been certified by
Concord/EFS for EBT transactions.

EBT is already operating in several states, and will be implemented in
most states during 1997. As part of the national drive to streamline
government, EBT replaces manual issuance of paper food stamps with
electronic distribution of benefits. Benefit recipients are issued a
magnetic stripe card, similar to a credit card, to enable access to
their benefits.

As each state introduces EBT, food merchants in that state are required
to add or upgrade systems to handle these electronic payments. Over
30,000 supermarkets and 50,000 convenience stores nationwide will
ultimately be affected. SMT's system can provide these merchants with an
integrated system supporting credit card, debit card, check
authorization, frequent shopper, and EBT transactions. Also, upgrading
to an SMT system will ensure that these merchants' payment systems are
year 2000 compliant.

Concord/EFS is a leading processor providing retailers with electronic
processing for credit, debit, check, and EBT transactions. Certification
of SMT on Concord's system makes it possible to use SMT systems
immediately to meet retailers EBT needs in Kansas, Missouri, Louisiana,
Alabama, Connecticut, Massachusetts, and Colorado.

``This certification opens up significant new markets for SMT,''
according to Stephen A. Hafer, President and CEO of UniComp. ``We are
very excited about the revenue opportunities in this area as these
merchants upgrade their systems to meet the new EBT requirements.''

``We are glad to add SMT systems as a way for retailers to access our
services,'' stated Tony Greaves, President of Concord. ``SMT's systems
are ideal for many of the multi-lane retail environments that are part
of our target market.''

UniComp, Inc. develops, markets and supports platform-migration,
application and payment processing systems for Windows NT and UNIX-
based computer systems and point of transaction processors worldwide.
The Company licenses its technology to a cross section of industries
including manufacturing, distribution, transportation, public-sector,
point of sale and transaction processors. Additionally, the Company
provides installation, training, systems integration, support and
millennium services, serving a worldwide network of end user customers,
dealers and distributors. Please visit our world wide web site at
unicomp.com for further information on UniComp.

Except for the historical information contained herein, the matters
discussed in this news release are forward looking statements that
involve risks and uncertainties, including timely development and market
acceptance of its open systems products, upgrades to existing products,
the impact of competitive products, and pricing, and the other risks
detailed from time to time in the Company's publicly available reports.

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To: stockvalinvestor who wrote (47)5/19/1997 3:05:00 PM
From: christopher
   of 84
 
Hey Ken,
How did the dead cat bounce theory you started in March pan out...I just found that thread today...by the way, my favorite stocks right now are DRNK & SME...

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To: stockvalinvestor who wrote (3)5/30/1997 12:07:00 AM
From: Sergio H
   of 84
 
Your OPTC pick earlier has done very well. I hope that I did not steer you away from buying. I have been studying KOPN lately. I just can't buy it because it's at its high. Won't come down for me.
Ken and others would you mind taking a look at this stock and giving me the benefit of your opinion?

Thanks, Sergio

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