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Technology Stocks : How high will Microsoft fly?
MSFT 486.83-1.1%3:59 PM EST

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To: rudedog who wrote (50156)9/27/2000 8:29:37 PM
From: alydar  Read Replies (2) of 74651
 
Rudedog,

Thats a good start but how do explain SUNW's recent 25%+ growth (12 billion dollar base) and CPQ, HWP and might as well throw MSFT anemic numbers.

I respect your opinions and experience but is the market wrong or are you.

Momemtum is on MSFT's competitors side now, IMO. Can a new and unproven Datacenter and future .net product change the tide. I do not think so but that is only a guess because nobody knows the future.

I am not in the IT industry but I do sell technology (not IT) to the fortune 1000 level and they are throwing out the old and installing the new. Thats what I see with my eyes. I cannot argue on the technical merits of any particular system but I am familiar with the latest hardware and software implementations. And excuse me, SUNW and ORCL have the mindshare at this point because they are vertically integrated and have a total solution. What is MSFT going to do when the ORCL e-business suite is able communicate with a wireless interface.

Respectfully, yours.

P.S.: And please do not threaten me. One thing about SI is that you really never know who you are dealing with.
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