How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.83

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3:59 PM EST

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To: Gerald Walls who wrote (9080)	7/10/1998 5:13:00 PM
From: Bill Fischofer	Read Replies (1) of 74651

It doesn't matter Those who take this view will be among the first to discover that their positions have been outsourced to the global programming market thanks to the internet. There are literally hundreds of thousands of computer science Ph.D.s in Israel, India, Russia, and elsewhere who will gladly bid for contract programming work at rates which would make a U.S. accountant blush. I know this has been predicted for years, but two key enabling technologies have been missing. First, the rise of true component-based (object-oriented) programming technology, and second the availability of widespread fast and cheap communications (the internet). It is only within the last two years that these two have started to show their true promise to revolutionize the business and practice of programming. By early in the next century the foundation will be complete. As the most advanced programming machine on the planet, I expect MSFT to be the first to successfully leverage the enormous latent potential of the global programming talent pool. To be honest, it's one of the reasons I got out of programming and into stocks. The changes that will occur in the geoeconomics of programming over the next decade are going to astonish everyone, especially those in the industry.

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