How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.52

-2.8%

Dec 10 3:59 PM EST

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To: John F. Dowd who wrote (44189)	5/3/2000 1:16:00 PM
From: JC Jaros	of 74651

Just off the top of my head, I'd say Unisys' financial results may not form a solid scientific basis for a thesis that the computing paradigm *isn't shifting. --- Here, try trending the market capitalization of the public hardware companies against the public software companies over the last year - 18 mos. The numbers should speak (loudly) for themselves. I know in my own case, I swapped out of NOVL on 12/31/98 at $18 and into LSI Logic at $16 (now $8 post split). This is almost a typical HW/SW price comparison over this time. I would be willing to bet (in fact, I have) that this will continue. -JCJ

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