How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 505.94

-0.6%

10:16 AM EST

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To: Frank Ellis Morris who wrote (36959)	1/21/2000 9:51:00 PM
From: bobby beara	Read Replies (1) of 74651

>>>but because of the stupid cautious comment made by the CFO. <<< Give me a break, they do this every quarter, this is not stupid, it's genius, in business you always underpromise and over deliver. That said, i would like to throw out a topic for discussion for microsoft investors that i believe important, given it's underperformance in comparison with the nasdaq over this last year and loss of leadership. I have i distinct memory of adoration of IBM by investors and customers on the eve of the personal computer revolution in the early 80's. I believe MSFT is in the same position here, an Andy Grove "inflection point", and i believe msft, which is now the major power in the computer industry, as IBM was in the early 80's, is in the process of dethroning. i don't believe msft will be able to transition to the internet age and keep the same status, just as ibm was really never able to transition to the pc age and retain their status as be all and end all of the computer industry. b

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