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

To: Bill Fischofer who wrote (35010)	12/1/1999 10:31:00 PM
From: John F. Dowd	Respond to of 74651

BF: Right on. Excellent points. I like the paradigm of the freeway. The wider the roads the more cars gett on 'em. The same is the result of the bandwidth explosion. That seems to be the American way. Actually the same holds true for OS. The faster the CPU the more complex (bloated) the OS. But the complex OS does so much but the challenge is inmaintaining such huge volumes of code and this is MSFT's real barrier. They could give away 98 and would be well into Millenium upgrades before the "competitor" could make anything of a "competitive" 98. Keep posting those good thoughts. JFD

To: Bill Fischofer who wrote (35010)	12/2/1999 11:28:00 AM
From: Valley Girl	Respond to of 74651

Bill, James, PMSW: Excellent posts, thanks! Bill, would you rate EMC a buy at current levels? By the way I finally found a few apps that faint dead away at the sight of W2K (sorry, can't say which in this forum). I hope MSFT isn't rushing to get W2K out the door. It almost seems like the recent shift in the release date and the CE shakeup are calculated attempts to shift investor focus away from the legal front. Wouldn't be worth it if quality is compromised.

To: Bill Fischofer who wrote (35010)	12/2/1999 11:51:00 AM
From: Stormweaver	Read Replies (1) \| Respond to of 74651

Bill, cool, take a look at this thread I sparked up a while back... maybe it wasn't too far off the mark ... it's good for a laugh irregardless: Subject 29641 I completely agree with your commodity theory; I've touted it on the SUNW thread. Price/performance of x86 is ideal and they are encroaching on the "big-iron" space with 4-8 way systems. As we migrate to true distributed architecture applications (not necessarily clustered) it makes more sense to spread business risk across N boxes that tie it all up in one or two big-ass servers ; a.k.a. EBAY. Ironically, Sun's Java is the ideal language for building these distributed apps. Cheers James