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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (15771)	1/16/2003 5:38:45 PM
From: Lizzie Tudor	Read Replies (2) of 57684

thats exactly what I just said on another thread... msft isn't the strongest of the strong wrt growth though, that is the issue- they are sortof at a fork in the road, they either mature here based on their existing product line at which point they are indeed overvalued or they move into enterprise agressively and attack oracle and resume prior growthrates. Their success in the enterprise arena is in no way assured, but you can't really rule it out either- for now they are sortof in a no mans land wrt valuation and potential. Lizzie Message 18454340 Oracle is growing 10%/year but I am certain that growth rate will expand as the recession ends. Not so msft unless they tap enterprise... xbox a wildcard

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