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Technology Stocks : JAVA - Does anyone have info on the new NC computer?

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To: Ellison Ting who wrote (58)11/19/1996 3:11:00 PM
From: Charles G. Zentay   of 524
 
Dear Ellison,

Great post, and thanks for the response. I pretty much agree with what you said and hope it turns out that way. Nonetheless, I'm still stared of Microsoft.

You don't think that Sun has it's hand in two many baskets, trying to develop chips, software, designs, languages and NC's?

I think the future for Microsoft is a lot more unsure than Wall Street thinks, and that the stock is now overvalued given such risk. However, Microsoft has done a fantastic job, and I think their numerous restructuring testifies more to their dynamism than they lack of direction. They are exploring so many software opportunities and are now so flush with cash, they might actually live up to Wall Street's expectations. Have you watched T.V. lately? I hate it: Microsoft's everywhere!!!!! Who knew that Big Brother's name would be Bill (and that's not Bill Clinton)? But as you said, the paradigm is changing, and Microsoft faces challenges greater than it has ever faced before. The next two years should be fascinating. I can't wait to see how it unfolds. And hopefully we'll make a little money along the way!!!!
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