SI
SI
discoversearch

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 : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mephisto who wrote (19678)9/16/1999 11:09:00 AM
From: JDN  Read Replies (1) of 64865
 
Dear Mephisto: Well, its not just the Justice Dept. It seems to a laymen like myself the computer paradyme (sp?) is shifting. If that is so that is a major upheaval IMHO to their basic business. When there is a major shift to a companies basic product rarely do they do as well as before and often disaster strikes. ie BUGGY WHIPS, HORSE DRAWN CARRAIGES, even simple things like shaving cream companies. This shift may not yet be evident to the masses or if it is they may feel MSFT will change and adapt. To me thats an additional risk not priced into the stock at this point. To make matters worse MSFT does not in my judgement even have a reputation for a quality product, plus its generally considered a rogue company that eats its young (ie partners), so there are many reasons in my judgement that it could be quite difficult for MSFT to adapt. Were I Bill Gates, I would most certainly VASTLY diversify my holdings to the extent permitted by the SEC. If he in fact decides to do this that will be another constant flow of stock into the market. All these things spell potential problems to the shareholders IMHO. I do not own MSFT and have no desire to own them. Once it was a great shareholder opportunity but it will be very difficult if not impossible to repeat that again. The best thing I can think to say about them with my admittedly limited knowledge is that they do have a SUBSTANTIAL cash kitty with the ability still to generate huge cash flow. What they do with that money will determine their future. JDN
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News