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Technology Stocks : How high will Microsoft fly?
MSFT 477.74-2.5%Dec 3 3:59 PM EST

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To: JC Jaros who wrote (48032)7/19/2000 12:43:52 PM
From: Rusty Johnson  Read Replies (1) of 74651
 
Quote of the year ...

from Business Week.

Sun's Bid to Rule the Web

On June 22, Microsoft announced its version of Sun's Webtone scheme--an initiative dubbed .net that is designed to make the Web much easier to use. In it, unrelated Web sites, Net services, and traditional Windows software programs can be linked together to do useful things--say, to get your bank's Web site to transfer money to your e-broker, who buys a stock and then records the trade to your Microsoft Money program on your PC. Such complexity requires software expertise, snorts Microsoft CEO Steve A. Ballmer, ''and Sun's not really a software company.'' Counters Sun chief scientist Bill Joy: ''I've been writing about network-based computing for 20 years. Microsoft embraced it last week.''

It looks like MSFT isn't a software company either. Their growth is in their investments. VC firm? Mutual fund?

Would you please tell SUNW there's a slowdown in the computing industry.

Best of luck.

Oh, and this from WIRED ...

Microsoft didn't become a $413 billion company just by selling a lot of software. Its latest earnings announcement illustrates what folks who follow the company have said for a while: Its real talent is managing Wall Street. By Joanna Glasner.

wired.com
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