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


To: Valley Girl who wrote (37104)1/25/2000 4:25:00 PM
From: nommedeguerre  Respond to of 74651
 
Valley Girl,

>"I wonder which of these new internet wonders will be around in a decade..."

>>"This is the counter to your original argument that all new grads are heading to .coms to get rich quick."

By the time the .coms are sinking there will be newer Titanics within jumping distance, all sporting decks of gold in their brochures.

Not all new grads but the kind who were attracted to Microsoft in the '80s were attracted to a much different company than the one that will exist in 10 years and this will affect their innovation.

As they increase in size they will need more dynamic innovators yet become less attractive to them at the same time. There is a sort of dilution effect where even if they attract twice as many innovators they will be trying to fill four times the key positions.


>"Right now, I agree this is a problem for MSFT, though it's no less a problem for ORCL, SUNW, et. al."

I agree and think they will all reach that point eventually. None of them really feeling it yet though.

Cheers,

Norm