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Technology Stocks : How high will Microsoft fly?
MSFT 480.82+0.6%3:59 PM EST

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To: sandeep who wrote (51450)10/18/2000 12:05:31 PM
From: JC Jaros  Read Replies (1) of 74651
 
No. The trend isn't software *company devaluation (although that's the effect). The trend is devaluation of software itself. --- Why do you think MS is scrambling into network 'services'? --- You might be surprised what SUNW can do. Just with what's on their plate right now, I don't see anything that's going to slow down the growth rate in the time you mention. Although clearly, they're in hyper-growth (a term coined by Adam Osborne, btw) which couldn't possibly last forever, but after the hyper-growth runs it's course, SUNW won't "crater". They'll just settle in to some GE type growth curve. -JCJ
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