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


To: PMS Witch who wrote (37008)1/23/2000 4:56:00 AM
From: Thunder  Read Replies (1) | Respond to of 74651
 
"That's where a company executive, who doesn't have a clue, skims a four page article in one of those magazines you find crumpled in the pouch on the seat in front of you on aeroplanes. Armed with his new found deep understanding of this latest technology (fad) he returns to his office convinced the entire company must embrace his new vision."

If the implication is that they (MSFT) are behind the curve, it's nothing new, and nothing that has not been overcome before by the company at issue.

"Linux will get its turn here soon enough"

Who knows?

"It's here where disappointment prevails, and the true value of a polished and established product, fully supported by its creator, accepted by the market, and designed from the ground up to meet the needs of the masses, becomes clear."

How is it disappointment can prevail? Are we talking about a future Linux visionary or a MSFT visionary? (The lack of specific names in regards to which company you are referencing to leaves me suspect, due to the fact that I have heard these same claims on both sides).

"If, (and it's a really big IF) Linux does threaten Microsoft, the threat will take some time to develop and mature. Currently, many people are seeing boo-men under every bed and reacting without much thought or contemplation."

As far as the media and the so called geeks displaying the boo-men mentality, I don't follow either one.


"Yes, some day a real threat will emerge, but I doubt it will deliver an instant death-blow to Microsoft, but will gradually erode Microsoft's dominant position. Also, for this to happen, Microsoft must miss-step seriously. Many people see Linux or DOJ assuming that role today: I don't."

Threats have already emerged before and will again.

The difference this time around is the avenue in which the competition have taken (the low road). Is the DOJ a threat to future growth of MSFT today? Yup.
Is the DOJ they guided by truth? Nope.
Will they (DOJ) be influenced after November? (under a liberal rule) I sure hope not.

"Also, for this to happen, Microsoft must miss-step seriously. Many people see Linux or DOJ assuming that role today: I don't."

I see the DOJ trying to miss-step MSFT day to day.





A deathblow? Let the historians answer that.
Is the DOJ a real threat? November is not close enough.

I will purchase additional Microsoft shares at $90ish in the coming weeks. When the snow's gone, I'll be selling at $140ish. I'll be content making an easy $50.

I wish I had a crystal ball.





To: PMS Witch who wrote (37008)1/23/2000 6:38:00 AM
From: Eski  Read Replies (1) | Respond to of 74651
 
""I will purchase additional Microsoft shares at $90ish in the coming weeks. When the snow's gone, I'll be selling at $140ish. I'll be content making an easy $50.""

If I could time the market like you, I would be rich.
If your that sure it's going to 90 then short some now in low 100's cover in 90, easy 10-15, right??



To: PMS Witch who wrote (37008)1/23/2000 12:55:00 PM
From: Valley Girl  Read Replies (2) | Respond to of 74651
 
I'm laughing at the image, having seen Aeroplane Magazine Syndrome in action so many times! Usually not in IT buying decisions, though. The ones I've seen are always the management fad du jour (quality circles, Jack Welch human resource policies, etc.) and emanate from the top brass.

Re. Linux, yes the threat will take time to develop (or fizzle), but the cumulative possible effect may get reflected in the stock price far more rapidly. MSFT trades at a lofty premium that assumes dominance is assured for the foreseeable future. Once real signs begin to emerge suggesting this is no longer true, the P/E can correct very quickly.

You and I seem to be on opposite sides of the Linux debate, since I do believe it's real and we shall see uptake of it as a server OS over the next few years, especially once IA64 boxes become competitive with Sparcs. Nor do I see W2K taking over as the consumer OS, even MSFT has thrown in the towel and will release "Millenium" sometime this year. That will leave NT to continue dominating the workstation market, where Linux can't really compete because of application issues and weaker UI. Plus NT remains competitive in the departmental server market.

Returning to the stock, what makes you think MSFT will reach 140, rather than making a slow climb throughout the year from your 90ish price back to 120?