Silicon Investor (SI) -- The First Internet Community

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? -- Ignore unavailable to you. Want to Upgrade?

To: Alex Raytselsky who wrote (28076)	8/11/1999 2:55:00 PM
From: Stormweaver	Read Replies (2) \| Respond to of 74651

More competition on the desktop, high pe, and negative outlook from end users 1. Linux is 2 years away from challenging MSFT on the desktop and the MAC is overly expensive to capture a significantly larger portion of desktop seats (currently around 8%). - Linux lacks variety of 3rd party hardware/software - Linux: not as easy to administer - Linux lacks corporate backing ; it's shareware - cost to switch to a new desktop paradigm is expensive; training, data migration etc. 2. High PE Well it is high but in this case I think the high PE represents investor confidence in future direction of this company. MSFT is aggressively moving into telco/cable to ensure future end unit seats and diversify. Also, remember we're talking about Microsoft not an internut stock. 3. Negative end user outlook ? - don't see any signs of that ?? /James