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Technology Stocks : All About Sun Microsystems

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To: JC Jaros who wrote (20917)10/10/1999 5:28:00 AM
From: Reginald Middleton  Read Replies (2) of 64865
 
I "get it," JC. But I am quite realistic. Companies and pundits have been writing off MSFT for years, ever since Windows 1.0, which looked like it would be a dismal failure. MSFT management has absolutely wrecked the competition. Most of the damage came as the result of MGMT. severely underestimating the power of strategic initiative. MSFT has a weak underbelly. I am aiming for it. But I would be a fool (and I am not the only one) to attempt to deny the fact that MSFT is not one of the most, if not the most, powefully situated companies to take advantage of the new paradigm.

MSFT is a desktop and consumer products company. In four years, they have become one of the top enterprise companies, garnrting 20%+ market share in DB's, server OSs, desktop OSs, and back office apps. This is not MSFT's fight to lose, it is the true enterprise coporations fight to lose (Informix, Oracle, Sun, etc.). MSFT must guard the desktop.

I have much more to lose by MSFT winning than you do, yet somehow I am much more reticent about dismissing MSFT's successes that you are. That should clue you in to something.
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