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Technology Stocks : How high will Microsoft fly?
MSFT 481.30+0.1%1:35 PM EST

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To: Thunder who wrote (51173)10/14/2000 4:25:15 AM
From: axp  Read Replies (1) of 74651
 
RE Prowess of Execution into the New Paradigm, as they once did with the PC

Microsoft will have a hard time repeating their performance in the PC space.

MS is a company of programmers from the top down. They do best when selling and marketing to programmers (i.e. people like themselves). Look at how they turned word processing, spreadsheets and email(!) into programming tools. The PC market was wide open for a company that could unleash the programmer in all of us. MSDN, Visual C, vast numbers of APIs and development kits, developer conferences - these were the Microsoft's secret weapons to take over the PC space.

The internet is not wide open the way the PC space was. Many of the people building web sites are not programmers. Microsoft thinks they can turn these people into programmers with Visual Studio.NET, but that remains to be seen.

I'm looking for the right time to jump in because I'd like to make money off of them. But one thing for sure, I'm not going to let them lose money for me on the stock - a point or two down from my entry and I'm out again. I've done that twice looking for the bottom of this thing.
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