How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 476.35

-0.4%

2:30 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (24578)	6/21/1999 11:03:00 PM
From: TechStockMania	Read Replies (1) of 74651

Why MSFT and CSCO will continue to dominate. Bill Gates and company have been very busy over the past 6 months positioning Microsoft to continue its dominance well into the future. For example, it made a deal with ATT to put its Windows CE operating system on cable boxes. Cable boxes represent the future of broadband internet access. It made a $650 million investment in NEXTEL , a wireless firm to have influence over wireless data access. It will provide information from its MSN internet portal to Nextel's wireless customers. It also made substantial investments in 2 of Europes leading cable companies. Lastly, it recently launched it's Office 2000 desktop applications,which has been getting good reviews and will ensure their cash cow continues to grow. Regarding Cisco, it's their management team is the key differenciator CSCO's product dominance is fueled by a management team dedicated to executing acquisitions swiftly and effectively. Essentially they use strategic acquisitions as an unusually strong method of R&D. Not only to they acquire lots of leading companies, but what's interesting is their effectiveness in integrating them into the CSCO product pipeline quickly. This not only enhances CSCO's market dominance and product quality, but supplies an impressive method to acquire key personnel from the newly bought companies. The difference with CSCO is these new employees are treated as valuable assets from the day they join the company. Chambers is a genius. I'm long on CSCO & MSFT! To get the rest of my portfolio of market leading technology companies and my investing philosophy, go to: geocities.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next