SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Nick Zaharias who wrote (141)7/1/1996 4:33:00 PM
From: d[-_-]b   of 24154
 
Nick,

No I'm saying your share price is way out of line with your earnings and future earnings. Dark clouds loom when an equivalent product, for free will do the job. You're early to market and currently king of the hill. By the time your customers need an upgrade, MSFT may eat your lunch on the desktop. The servers and clients you sell for non Wintel machines are pretty safe and will be for sometime.
As customers switch to lower cost servers (Wintel) I see diminishing returns.

However, if you like roller coaster rides.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News