Temper, temper....Microsofts arrogance will be it's undoing
as well as the possibility of defocusing from their core business.
Throwing billions at cable companies, hum, risky, Malone owns
the industry and he will probably outwile Gates. i.e. They need
cash and the cable companies haven't exactly been a great
investment over the last 5 years (although last year they
did recover nicely). I don't understand why MSFT has to push
the limits on on IE 4. They don't need to force resellers to
"package" (as MSFT says) they way they've demanded because they
have enough marketing muscle and financial strength to outlast
Netscape. Also, in order for NT to catch up with UNIX over
the next several years, MSFT is going to have to spend loads
of money on R&D, as well as marketing. Do yoj think they will
maintain their profit margins where they've been as well as
EPS growth. I've held MSFT stock since 1988 (and I still do)
and I'm really worried that the house of cards is starting to
build. I've talked to some of the top analysts who cover
MSFT and they, even the ones who rate it a buy, are concerned.
In reality I probably won't sell my MSFT, since I think over
the next 10 years it will do quite well, but the short-term
their could be a potential hit. I also bought a bunch of Sunw
when it was around $25 so I'm not too unhappy and I think they've
got a great future as well. Just out of curiosity, do you
also own INTC ?. How about CSCO ?. One more thing, MSFT's CFO
Maffei reminds me of a used car salesman. What's his track record ?
|
