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Technology Stocks : Microsoft Corp. - Moderated (MSFT)
MSFT 510.37+1.4%Nov 14 9:30 AM EST

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To: Mephisto who wrote (7756)7/27/2004 2:58:33 PM
From: Bill Harmond  Read Replies (1) of 19789
 
I think prospects great. There has to be a product upgrade cycle in here from the 1999-2000 cycle peak, too.

Microsoft is a declared, labeled, convicted, marked monopolist though, so it will be politically impossible now for them to acquire other monopoly products, and they can't invest at their historical rates of return. So I like alot of growth stories better. I think Novell and Red Hat will appreciate faster. My personal favorite software stocks are ADAT and IPIX, but they're tiny.
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