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


To: Teflon who wrote (28478)8/22/1999 12:11:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 74651
 
Teflon, very good point about the consumer having a very large call in the fortunes of Microsoft going forward. However, I believe the server part of the computing space has to be growing much faster than the desktop/notebook markets with the explosion of the Internet. Also, set tops and all the hand-helds probably grow faster. These other platforms are not so much Microsoft's bailiwick. Sure, Microsoft will continue to grow if for no other reason than their incredible mass and momentum. F=MA, right? But I'm beginning to think that Intel and Cisco are the gorllas on the top of the hill going forward. Could be wrong and maybe slanted by the comparable stock performances of late. I hope the three prosper like mad.

Tony



To: Teflon who wrote (28478)8/22/1999 1:00:00 PM
From: ed  Read Replies (2) | Respond to of 74651
 
Well, If Intel invested in Linux, then why can't Microsoft invest in AMD? If MSFT invested in AMD, it will keep a balance on the CPU site.
I did not see AMD's CPU any worse than INTC's except the Price is always lower. My PCs are powered by AMD , and they are better than my previous PC powered by Intel's Pentium processor. When I think about OS for my PC, I always think about Window, nothing else, what is splary, Linux ? I think more than 80% of the consumers have the same patterns of thinking !!!!