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Technology Stocks : How high will Microsoft fly?
MSFT 510.37+1.4%Nov 14 9:30 AM EST

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To: Frank Ellis Morris who wrote (36998)1/22/2000 10:03:00 PM
From: PMS Witch  Read Replies (3) of 74651
 
Ever hear of Aeroplane Magazine Syndrome?

That's where a company executive, who doesn't have a clue, skims a four page article in one of those magazines you find crumpled in the pouch on the seat in front of you on aeroplanes. Armed with his new found deep understanding of this latest technology (fad) he returns to his office convinced the entire company must embrace his new vision. Linux will get its turn here soon enough. I take this as an early sign of widespread adoption. It's at this point, where the technically challenged poke their fingers into things they no nothing about, where the world differentiates between the promise and the reality. It's here where disappointment prevails, and the true value of a polished and established product, fully supported by its creator, accepted by the market, and designed from the ground up to meet the needs of the masses, becomes clear.

If, (and it's a really big IF) Linux does threaten Microsoft, the threat will take some time to develop and mature. Currently, many people are seeing boo-men under every bed and reacting without much thought or contemplation. Yes, some day a real threat will emerge, but I doubt it will deliver an instant death-blow to Microsoft, but will gradually erode Microsoft's dominant position. Also, for this to happen, Microsoft must miss-step seriously. Many people see Linux or DOJ assuming that role today: I don't.

I will purchase additional Microsoft shares at $90ish in the coming weeks. When the snow's gone, I'll be selling at $140ish. I'll be content making an easy $50.

Cheers, PW.



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