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: cfimx who wrote (20177)9/23/1999 8:36:00 PM
From: JC Jaros   of 64865
 
You know what, Twister? I think you're dropping the ball here (again). You're going off on fundamental analysis and only applying the parts that are convenient to your chronic thesis. What about 'franchise'? How does MSFT's desktop franchise stack up in a computing world of servers? To me 'franchise' is the most fundamental precept of the type of analysis you subscribe to. Did you just miss that part of the book??

-JCJ
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext