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: sandeep who wrote (51450)	10/18/2000 12:00:16 PM
From: alydar	Read Replies (1) of 74651

<<JC, you have identified a trend which has been going on for some time. Software is getting devalued and hardware companies had been doing better. I think the trend is about to change. Also SUNW can't keep up with the growth rates of the last 2 years. The stock is going to crater in the next 12 months and it wouldn't be because of MSFT.>> I think you must distinguish between PC and enterprise software. PC software is being commoditized (i.e., Linux, Solaris, etc.). But there is tremendous value in enterprise software that can save large congolomerates millions or even billions of dollars a year. ORCL saved a billion in one year! How much would GM, GE and other large congolmerates save if they implemented such software. There will always be value in large, sophisticated enterprise software apps. JMO, Bob.

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