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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%Nov 28 9:30 AM EST

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To: Claude who wrote (16148)2/17/1999 12:43:00 AM
From: JP Sullivan  Read Replies (2) of 74651
 
To paraphrase Warren Buffett, I'd rather have an IQ of 100 and live in a world where the competition has an IQ of 80 than have an IQ of 140 and live in a world where everyone else also has an IQ of 140. One of the reasons MSFT is in the dominant position that it is today is that as far as marketing goes, everyone else has had an IQ of 50! Is it MSFT's fault that the IQ of it's marketing department is 80? (Okay, so I'm being charitable ;)

Consider AAPL. The MacOS was superior to MSDOS and Windows for years. (IMHO, it wasn't until Windows 95 that MSFT finally caught up with -- some would say surpassed -- the MacOS.) In fact AAPL had a good 5 to 8-year head start to dominate the desktop. Had AAPL been savvier and a lot less arrogant, things would be very different today. Well, would have, should have, could have, don't mean squat. Only winners count, and I don't see MSFT being knocked off its king-of-the-road perch anytime in the near future. It is one of the sharpest marketing companies around today with a healthy dash of paranoia thrown in. I hope things never gets complacent at the Redmond campus.

Winston
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