How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 492.01

+1.3%

Nov 28 9:30 AM EST

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To: Jill who wrote (25472)	7/4/1999 11:39:00 AM
From: Stormweaver	of 74651

I think that article is flawed on several main points: 1. Less demand for Upgrades/Desktop Power. I believe these freebee-machines will eventually create a demand for more powerful machines from CPQ/DELL etc; as they become more computer literate. Also this free-bee market is a new market segment made up of people who just want to surf/email/type the odd document and didn't want to pay the $500+ price tag to do this. A large chunk of the market uses these machines to do real work and therefore there will always be a demand for higher performing machines. MSFT/INTC are moving into the previously owned UNIX workstation market now (new market) and they are also moving into the low-mid server market with Profusion; now can go 8-way. 2. MSFT $50 bucks for a OS license too high... The DOJ can't do a thing. Solaris desktop runs for at least $600 and is less functional. Therefore the DOJ can go fly a kite! 3. Internet leading to portable, thin clients. These free-bee machines will run MSFT unless the distributors want to invest millions in providing phone support to non-techies try to wrestle with a Linux desktop. Also try telling the users they can't run MSFT Word or Quicken or other important applications only available on MSFT ... they'll quickly tell their freebee providers what to do with their PC's. The only thin-client that works is the set-top. Luckily MSFT is well positioned to take advantage of this market. Regarding thin-clients the author didn't provide any other examples of thin-clients that are actually taking market share away from PC's ... probably because there are none and their won't be other than possibly set-tops. Cheers James

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