JohnD,
Here you come again. Remember back in 1998 when Microsoft drop from $140 to $120, you cried that Microsoft will drop to $80 , and that you will wait for $80 to buy Microsoft, well, I think you still remember what happened. The history just repeat itself again.
Forget about the prediction of Microsoft, just keep in mind that Microsoft will be at $150+ by year end. The current down turn and consolidation is just a trading pattern of Microsoft. Once it shoot up , it will be quick .
The best time to buy your rain coat is in a sunny day. The best time to buy Microsoft is when everyone said the sky is falling. The DOJ case is non issue now, what is most important is the future business, potential, and earning. People talked about Linux, well, do you really believe it is a threat to Window ? Well I think Linux is more of threat to Unix, but now Window. Do you really most of the people on the street are computer professionals like you and me ? I do not think so, that is the reason why Window enjoyed a natural monopoly . We all know that PC will continue growing, and adding on that , each of your family member will have a pices of PDA in their
pocket in the near future so that they can communicate with friends, send/receive data, communicate with other PCs at home/office...etc. So, PDA will not replace PCs , but just additional business besides PCs.
What do you think I will buy when I am thinking about a PDA ? A PALM or a CE
based PDA which I can communicate with PCs and run thousands of window based application programs ( I think the CE can also run all window based application programs) ? My answer is CE based PDA, because I need to use my PDA to communicate with thousands of PCs which are now operated by Window. If I bought PALM, the software will give me a lots of headache, because I may not run thousands of Window based application programs and communicate with 90% the PCs operated by Window.
In the future , there will be only two major ISP survive, AOL/MSFT, and MSFT's major business are software and e-commerce , while AOL is pure e-commerce. MSFT will be in a better position to play the e-commerce game.
So, tomorrow , I will load up with Microsoft and hold for long long time. Now the sky is shining, and good time to buy my rain coat cheap. |
