How high will Microsoft fly? Message Board

STOCKTALK

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 472.22

-1.3%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (37653)	2/11/2000 2:58:00 PM
From: cheryl williamson	Read Replies (1) of 74651

Tony, Your thinking is too narrow, Tony. You have a hardware orientation to the business. There's no question that hardware carries a lot of currency in the computer business, but there's more to it than that. You have to understand that large-scale customers don't buy hardware. They buy solutions. SUNW IS practically alone in its refusal to resell a piece of crap like Windows and hardware from INTC. That doesn't make their company any less attractive, however. The world could be innundated with Itaniums and even IF they were RISC-killers (which they aren't), who are the companies that support SOLUTIONS using Itaniums???? What kind of solutions? How long have they been in business providing those solutions? That doesn't mean INTC won't make money selling them, or M$FT won't make money with their latest-and-greatest folly-masquerading-as- system-software. But count ALL of them out of the high-margin enterprise business, because the "solutions" they collectively provide don't really exist. For client desktop computing, W2K & Linux can battle it out, but SUNW is in a completely different market. You can't really compare them Tony...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next