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Technology Stocks : How high will Microsoft fly?
MSFT 451.82+1.7%1:18 PM EST
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To: Jordan A. Sheridan who wrote (62422)11/1/2001 7:49:08 AM
From: alydar  Read Replies (2) of 74651
 
maybe i can shed some light on this situation. with the pc sales flatlining or declining, it really does not make a difference what the doj does at this point in time. the handwriting is on the wall. msft is making the transition to the internet as well as ibm made the transition to the pc. they both executed poorly. companies such as sap, orcl, sunw with complete internet solutions will be the tech leaders when we come out of this recession.

xp is dead on arrival. it is incrementally better than previous os's not revolutionary. xp will only do as good as the pc industry. the days of os's driving growth in the segment are over. can anyone here really day they are excited to get there hand on passport, instant messaging, or new media player. msft bet the ranch on the wrong product. other companies are going to each their lunch in the future.

that being said, msft will remain a hugely profitable and serious competitor. the only thing i am waiting for ist the day they start paying a dividend. it is not good having all that cash on hand. they should give it back to the shareholder much like the govt. is giving back money through tax credits. sadly, msft has become a dividend play.

rocky.
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