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 : How high will Microsoft fly?
MSFT 508.82+0.6%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: abbigail who wrote (37244)1/30/2000 5:09:00 PM
From: yard_man  Read Replies (2) of 74651
 
No you are wrong. The price of computing power has always been dropping, but the entry level machine stayed around $2000 for several years ... not so any more.

Sales $$'s, not units, have been in decline for a couple of years now -- doesn't matter what the volumes are in the future. A smaller part fo the overall price is margin. Doesn't take a sherlock to figure this out ... same thing happened to calculators.

Microsoft knows this -- they have milked the OS for all it was worth and are looking for other lines of biz. I'm glad the DOJ is looking at them. When it comes to taking advantage of their position to lock others out -- who can say they haven't done it -- the only question is whether or not the practice was anti-competitive to the extent of being illegal.

I believe their financial inertia was enough for them to engage in unfair business practices in buying up small co.s and suppressing the availability of capital to folks with good ideas they didn't want to see developed. Now it is up to the court as it should be ...

The period of highest growth ($$s) may be behind MSFT and the computer industry while the stocks are valued at a rather large fraction of GDP -- sure chips will find wider spread application and everyone will at some point have a "fat" pipe to their home if they want to pay for it ... so what? Does that mean MSFT is a steal at a trailing PE of 62?

Re the inflation numbers: They are simply lies and don't need disinflationary effects of computers to explain them --
prices have gone up for virtually everything that one needs to live. Only idiots believe the numbers handed out by the gonvernment ... it is just a way to screw old people ... just like the budget "surplus" -- another lie -- the national debt is still getting larger every year.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext