The turn of the century group = the millenium group.
I'm, modestly, into each of them except CSCO. (NSCP, MSFT, INTC & CSCO [who isn't?]). Unfortunately I sold my CSCO but stayed with BAY. I've made money on BAY but took a beating recently. What's BAY's problem? I'm thinking they'll go up again, like all the ships.
Isn't it funny how all the negative talk about Internet stocks is fading in the wake of this latest net surge? NSCP is the Duke Kahanamoko of the Internet. Wait till we get past these redwood surfboards, then ...
As for IBM: Can they turn on a dime? Accelerate, act like MSFT or NSCP? I'm not so sure, but I expect them to join the fun in a big way. Lou Gerstner (IBM CEO) says he wants to have S/W product recognition like MSFT and Lotus do. So, he buys Lotus. My guess is that he'll buy some Internet companies in the next year or so. I think they need a bunch of new company purchases that are then left alone, like Independent Business Units (IBUs in IBMspeak). Then, maybe IBM'll be a 'New' company. IBM's never quite been a software company, except for all that mainframe software cash cow stuff that keeps on keeping on. But they're so big and rich and smart, ($60 billion/yr) can you imagine what they could do if they started assembling a 'new' company by making a few coordinated and timely purchases and then just let them go at it?
What does this have to do with NSCP? It's just that MSFT is not the only big guy out there, and IBM is one player that has been known to sweep in and dominate a market after it's been created/discovered by others. They have the resources to do it.
Competition is good,
Jim |
