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Technology Stocks : How high will Microsoft fly?
MSFT 479.20+0.2%Jan 9 9:30 AM EST

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To: John F. Dowd who wrote (71118)7/14/2002 2:20:09 PM
From: alydar  Read Replies (3) of 74651
 
ibm is not a software company as far i can tell. msft and orcl will be two left standing and going head to head. on the hardware side there will be ibm, sunw and hpq a distant third. i think dell's model is great right now but will get slammed when the asian's start producing pc's. pc's are commodities and when the asians start selling commodity stuff it is a business i do not want to be in.

rocky.
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