How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.03

+0.5%

Dec 5 9:30 AM EST

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To: Proud_Infidel who wrote (51435)	10/18/2000 12:43:26 AM
From: JC Jaros	Read Replies (4) of 74651

MSFT does one thing -- leverage. They have no leverage against Sun. Why do people think it's 'you just wait until your father gets home' with MS, as if it's some kind of midas machine? It's just not true. They do one thing (generating courtroom headlines, aside). All of their revenue is a result of that one thing. And the thing that they leverage is becoming absolutely devalued by the day. Father isn't *coming home. --- It's the general trend of software devaluing that has kept me from buying ORCL (although, I'm neither much of an Ellison fan). Similarly, EMC derives a significant portion of it's revenue from software (that's my understanding anyway), but they sell a 'product', hardware. EMC is very well run. The storage market is HUGE (huge huge). I own SUNW though and rather than swap out of a percentage of SUNW to diversify into EMC, I hold SUNW (which is also getting into that space) and find diversification into storage that way. -JCJ

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