Twister:
It is going to be a very busy day for me today at work so regretfully can not spend much time on SI, but I could not pass on answering to the following statement:
You state:
> Why don't you just admit that you have an emotional HATRED
> for msft and get on with it?
hmmm... hatred is a harsh word, dont you think so? And why would I hate MSFT?! After all I was a MSFT share holder for a little over 4 years and it was very nice to me and allowed me to buy more of SUNW shares last year after selling my entire stake in MSFT (how can I bite the hands that fed me?)!! I am still planning to buy MSFT shares in the $115-$118 range (when it gets there sometime within the next 4-6 months), mainly (and perhaps because of ONLY reason) for their involvement with Web TV. Also why would I hate MSFT, after all I am still using Windows for my R&D work, and why would I hate MSFT after having been through every single technology they have introduced for the past 10 years or so and have come to know them inside and out like the back of my hands?!!! And still continue to do so because of the nature of my R&D work.
Also regarding assigning me an action item, thanks!! However if you go back and do some readings of not just SI threads (e.g. my posts or others on this thread), but actually by looking at the industry you work in (which I assume is software/hardware - although I may very well be wrong but I think not), you may understand the big picture (however, you must set aside your bias against Sun and try to be objective). You continue to think of computing as PCs only and based on this assumption you continue to think of MSFT's stuff as the only means that computing can be achieved and progress.
The scope of computing has enlarged dramatically (because of Sun's Java), and because of that those companies that participate in this broader scope will have a much larger growth than those that participate only in the desktop sector of this market (e.g. Microsoft). Surely the PC market will continue to grow, but the broader computing models will grow much faster and PCs willl simply become (and have become) a tiny fraction of that scope.
From an investment point of view, I ask you if you had company A that participates in the broader computing market and is growing at 100-200% annually as compare to company B that participates in only a special part of that market (e.g PC) and is growing at 40% annually, whose shares would you rather to own?!! Despite the fact that company B has a nice growth, I personally rather invest most of my money (if not all of it) in company A!! It is that simple!
Regards,
Addi Jamshidi |
