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: Valley Girl who wrote (36976)	1/22/2000 3:11:00 AM
From: ed	Respond to of 74651

The competition is alive , even DOJ knows that !!! biz.yahoo.com

To: Valley Girl who wrote (36976)	1/24/2000 8:44:00 PM
From: nommedeguerre	Read Replies (1) \| Respond to of 74651

Vally Girl, "1) MSFT is a software company, not a hardware company. The opportunities available to them are much broader, if they can find them" This is true, but what is bothersome is the size of the revenues they need to generate in order to keep the 30%+ growth rate going. They will need to shift into some service-oriented areas that will generate recurring revenues. Leasing software over the Net instead of selling it or something like that. "2) IBM grew complacent with its position in the industry. MSFT, while occasionally arrogant, has never been complacent." MSFT is heavily focused and runs a tight ship but so was IBM when they were taking over the computer industry in the '60s. When a company is a leader and about 30 years old they seem to get complacent. Just an observation. In ten years MSFT will become less dynamic like IBM did in the '70s. By that time MSFT will be a 35-year old company and less of an attraction to the young mavericks roaring out of college wanting to latch onto the next rising star and make a name for themselves. All the talent in my graduating class were heading towards Microsoft, Apple, Sun, Intel or Silicon Valley. Nobody was holding out for Amdahl, Burroughs or IBM. In ten years they will be saying "if CoolWorks or AstroNet doesn't hire me, I can always work for Microsoft". Cheers, Norm