How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 487.71

-0.1%

Dec 26 9:30 AM EST

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To: David Howe who wrote (61845)	10/21/2001 3:36:11 PM
From: Dave	Read Replies (2) of 74651

How much RAM and processor power will it take to project a virtual butler holograph that greats your guests at the door at parties and shows them to the closet to hang their coat and then directs then directs them to the nearest beverage station? You mean Windows doesn't support the OVB (Open Virtual Butler) standard yet? <g> In my opinion, there's no good reason for a well designed operating system to require replacement or upgrade every time you add processors or memory to your computer. By the time OVB is feasible, the operating system will long since have become a commodity. Microsoft will have either completely extricated itself from reliance on revenue from the PC markets or will have faded ignominiously into irrelevance. Do you really think consumers are going to continue to pay Microsoft a few hundred dollars every couple of years to keep their word processors and operating systems compatible, when there will be perfectly functional, FREE alternatives from sources that don't demonstrate vitriolic contempt for their users by intentionally breaking their own products in order to coerce customers to pay a compatibility tax? Well, of course you think that, or you wouldn't be holding on to your MSFT shares. I've heard little disagreement with the assertion that the only way MSFT is going to succeed in the future is to branch out into new markets and eventually relegate the PC market to a small portion of their revenues. To invest in MSFT is bet that they will be successful in these new markets, in which they have no experience or track record. There is a substantial risk in this bet, yet MSFT is trading at 30x earnings! That's a pretty high premium for such a risky investment, in a company whose revenue growth has slowed dramatically over the past couple of years. Dave

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