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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.99+3.1%Nov 12 3:59 PM EST

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To: kvkkc1 who wrote (40824)10/14/2000 11:23:13 AM
From: The Phoenix  Read Replies (1) of 77398
 
OT

Quick comment on MSFT:

- Msft's dominance as the PC OS of choice is waning. Their deal with CORL will speed this. Linux will get stronger. Linux based network appliances will supplant PC's as the internet access device of choice further impacting OS sales.
- MSFT is not penetrating the server market with Win2000
- MSFT has lost the battle for the handhelds so far CE sucks
- MSFT's applications business is doing well
- MSFT MSN, MSNBC, and other service business show acceptable growth
- MSFT is losing the streaming media fight
- MSFT no longer can control standards or set direction - their clout is not that significant any longer

In the end MSFT's slide in share price is warranted IMO. I would not be a buyer at these levels.
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