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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (20218)9/24/1999 6:47:00 AM
From: Michael L. Voorhees  Read Replies (1) of 64865
 
MSFT Ready for Correction?
MSFT ripe for "While the Star office software lacks the features of Office, it's getting passing marks from reviewers, who see it as acceptable for all but "power users." Indeed, one of the key worries and sources of debate in the marketplace is whether it can fully share documents from Microsoft Office, a sign that potential users may be viewing it as an alternative..."

"There is an opportunity for someone to displace Microsoft," said Rob Enderle of Giga Information Systems, an industry consultant. "I would argue that it (the threat) is as strong as when IBM went into its decline. Microsoft is dealing with one of the highest levels of customer dissatisfaction of any company that we follow."

"Microsoft users have come to view Office upgrades as "a tax," that users need to pay, and "the (perceived) value has gotten disconnected from the revenue."
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