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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (6661)2/11/2000 9:03:00 PM
From: Bill Wexler  Read Replies (1) | Respond to of 10293
 
More on MSFT:

I lost my nerve once on MSFT, I won't be making the same mistake twice.

The Gartner group released a "report" today stating that users will have trouble migrating some software to Windows 2000. No shit - since when hasn't this been a problem with every major OS release from MSFT?

The fact that Gartner was making all the noise really cinched it for me. The Gartner group has made a career of getting it wrong for years now..

finance.yahoo.com

They were the ones that issued the now infamous Y2K doomsday report ($600 BILLION TO $1 TRILLION FOR FIXES...THE DEADLINE CAN NOT BE MISSED) which set up some fat targets(ZITL, DDIM, etc.) that made untold millions for short-sellers (yours truly being one of them).

What's really making me slap my head in disbleief is that MSFT's net, application, and service businesses have grown to such gargantuan proportions, it could be argued that you could extract the OS revenues almost entirely without really hurting the company!!!

The downdraft in MSFT is an astounding buying opportunity. if the stock gets knocked down some more, by all means - snap up all you can.