I think you misjudge my intentions. I don't quite understand the intentions in your e-mail, but the discussion is about how high Microsoft stocks can or will go. I find this topic very interesting since I know several persons earning lots of money on Microsoft stocks.
I see Microsoft and Red Hat as having the same problem: I don't believe either company to earn enough money to justify the stock value. But on the other hand, future earnings is not always what it's all about.
When I talk to employees from Oracle, IBM, Cisco, Microsoft, Inprise, Intel etc., everybody except the Microsoft employees see a big future for Internet and Linux, and most people except the guys I know at Microsoft can see several ways that Microsoft will loose dominance.
It's interesting how GSM, Bluetooth, Linux, MP3, HTML and other european technologies seem to take the world and replace proprietary technologies.
The growth right now in stocks is strictly related to open technologies, not proprietary technologies.
What U.S. investor maybe ignore too much, is that Europe is quite a big market today, and thinks very differently than the U.S. Especially the Germans (80 mio. people) don't like the idea of an american operating system on their computer. They want SuSE Linux.
SuSE will probably make an IPO within the next 8 months. If you want to earn some easy money, think about joining the party. Intel and IBM already did. And they are not as dumb as MS thinks.
Lars Dybdahl
Denmark (Europe) |
