How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 476.93

+0.6%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sir Francis Drake who wrote (23315)	5/27/1999 9:23:00 AM
From: t2	Read Replies (3) of 74651

I love what the MSFT stock has done for me. But at the end of the day, your duty as an investor is to coldly evaluate the FUTURE potential of the stock It has made more for me in one year (options) than I could have earned in a lifetime. I actually do love this company---I am happy with the stock going up even when I am not invested in it. However, I have learned to stick to cold decisions when buying this stock. Now, just as "The Gorilla Game" was a great booster for MSFT, so "The Innovator's Dilemma" is a great MSFT doomsayer or at least a real wake-up call. I think the gorilla is wide awake. When they started offering a lot of freebies, it was an acknowledgement of this fear. By giving freebies, it makes it harder for new threatening innovations to gain acceptance (Netscape). It also makes it harder on the competition in being able to profit. MSFT is trying to "prevent" companies from accumulating lots of cash that furthers their R and D while at the same they are sacrificing some gains in their own EPS. I tend to view these as simply competitive measures undertaken by the company. I bet Windows CE is a bargain basement price operating system. They want people hooked so that competetive threats would not be as likely to break a consumer's Windows habit. In addition, their investments in cable also show how focussed and paranoid this company is. I have not read the Gorilla Game nor this new book. I bet the folks at MSFT have read both. Might pick up copies of both. I am convinced that MSFT is looking well into the future when they plan their strategies. I would be certain they also consider what types of threats are around the corner for all of their products. The only threat that I see so far is the DOJ/States.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next