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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: John F. Dowd who wrote (27383)7/26/1999 7:43:00 PM
From: John F. Dowd  Read Replies (1) | Respond to of 74651
 
To All: So much for the SLOWdown!...Here is someone who agrees with me- now a few months ago he wasn't talking like this but the PC is the TV of the present and the future. Now if PC demand is going up is this going to hurt MSFT. Windows 98 is paid for the costs associated therewith are small from hereon out. Another buying opportunity.

By the way MSFT keeps sending me a new code cracking Instant Messenger every time AOL changes the protocol. MSFT is hacking AOL a new O in AOL.

From Andrew Server at Fortune:
"PC DEMAND.... Did you see that, according to IDC,
demand for PCs climbed 26%? Now does this strike
anyone besides me as a little strange? I mean, you
have all these industry pundits and CEOs talking
about how the PC slowdown is about to hit, and then
BOOM! We're up 26%. I mean Mr. Bill himself was
talking last week about the coming slowdown in PCs.
Woe is me. The end is near. Right! Give me a break!
These guys are always crying wolf. Every spring they
say that this year is it -- the year PC growth is going to
slow. And you know what, it doesn't. Grows 15%-plus
every year. And I'll tell you something else. These
folks who say that the PC is going to get replaced by
Palms, set-top boxes, TVs or microwave ovens are
kidding themselves. No way. No way in the world,
especially in the workplace, that the PC is going away.
I mean, all this stuff will augment PCs, not replace
them. And as for PCs being powerful enough for the
applications available today, also BS. Why? Simple --
every three years or so people have to have a new PC
on their desk. It's like cars. They just get old, obsolete.
Hell, they make cars much better today than they did
10 years ago; people still buy new ones just as often.
(Never mind international expansion!) PCs forever,
baby! (And that's not to say Palms forever, too! Heck,
they sold 1 million of them already, and did a single
one of them get sold instead of a PC? I think not!)"
JFD



To: John F. Dowd who wrote (27383)7/26/1999 8:42:00 PM
From: John F. Dowd  Respond to of 74651
 
To All: (OT) Somewhat off topic but this is a great concept and is catching on quite rapidly. We have only seen the tip of the internet revolution iceberg. This is the way the internet is supposed to work from the bottom up and sideways not from the top down. JFD