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


To: John who wrote (28086)8/11/1999 8:03:00 PM
From: ToySoldier  Respond to of 74651
 
John, I couldnt agree with you more. You are are. In fact you only have touched the tip of the iceberg about MSFT's woes. Their OS technology has sat in idle while all their competing OSes have released substantial improvements. The Windows2000 will be riddled with production release bugs from their fundament OS changes while all the other competing OSes are simply fine-tuning their OS.

And you arent even talking about the Open Standards drive that is leaving MSFT's "Proprietary standards" strategy mired in the 90's. The court cases are also forcing MSFT to get their eye off the ball. And so on, and so on, and so on.

Toy



To: John who wrote (28086)8/11/1999 8:24:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 74651
 
John, no flames from me; I want to view msft from your perspective to see how it affects the quality of my investment. Please give me some understanding re your comments as follows:

people are sick of MSFT taking forever to release a product.

Microsoft derives the overwhelming majority of its revenues from consumers who wouldn't recognize a new product if they tripped over one; imo, most software customers don't anticipate releases, they react to them. So other than frustrating the teckies, how much financial impact do you think these late introductions have?

People want an OS capable of supporting TODAY's software, hardware, and technology

I thought Mr. Softee's product line did precisely that. What do you see as missing, and who supports a larger portion of today's software/hardware/technology?

as OS's become easier to deploy and the learning curve becomes less steep for the "average" user...

Are OS's becoming easier to deploy? I have an IBM buddy who still uses OS2, and he says it was more difficult to install than Windows. Another friend, who is a CS major at Cal Poly, said it took him several days to install Linux.

I'm long on MSFT

Me, too. Do you see anything from your perspective that would make you want to sell out in the next 12 months?

tia for your considered response,
Frank