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Technology Stocks : How high will Microsoft fly?
MSFT 486.98-1.4%3:59 PM EST

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To: Al Bearse who started this subject4/7/2001 11:00:49 PM
From: David Howe  Read Replies (2) of 74651
 
Great article on Microsoft. I love it when people usually negative on them end up giving in and acknowledging their potential for tremendous future success.
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ecompany.com

""Windows (server software) does 97 percent of what companies need to do," says Will Zachmann, a vice president for research at the Meta Group, which advises big corporations on their technology buys. "Microsoft is about to do to servers what they did in PCs. That's the biggest trend in IT.""

"Once parity is recognized by the marketplace, Ballmer says, Sun, Oracle, and other Unix-flavored competitors will "have no protection" for their profit margins for one good reason: Microsoft software is much, much cheaper."

"Microsoft is "the Freddy Krueger of software," observes Mitchell Kertzman, the CEO of Liberate Technologies, which is competing with Microsoft to develop interactive TV platforms. "They are never dead. Eventually they figure it out. If you assume that they won't catch up, they've got you. You're cooked.""

"Ultimately, Microsoft intends to use all of its vast resources -- its huge installed base, its near-bottomless pockets, its proven ability to demolish prices -- to make those services ubiquitous and irresistible. And then it will charge subscription fees to anyone who uses them. "I think Microsoft is pushing the envelope where they haven't in years," says Peter Osbourne, head of advanced technology for Dollar Rent a Car. He developed a car-reservation Web service based on some of Microsoft's technology. "I think they are really ahead of the curve," Osbourne says."

And so on and so on. The article is 5 pages long and it's very bullish on MSFT.
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