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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

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To: Hal Rubel who wrote (8695)6/27/1998 7:45:00 PM
From: Andy Thomas   of 74651
 
Hi Hal,
Someone else has got to come out with something which is cheap, and sucks less than MSFT. For now, in the consumer market i would say MSFT rules in part because they "suck less."

I'm not happy with Windows, but it's better than a Mac, in my opinion. OS/2 could have been something but I think IBM dropped the ball there. Be may be the next big thing but I have questions as to who really owns Be.

If Sun had wanted volume they should have catered to the low end. Now they're getting hit in the mid-range... even there Sun should have used economies of scale to pre-empt the MSFT assault.

As overpriced as I think MSFT's stuff is, they seem to understand economies of scale better than most, if not all of the other major players.

FWIW
Andy

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