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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (2208)	2/24/2000 11:11:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 4691

Again it just sounds testy. Let's try to minimize this, Jurgis. Re: MSFT, their real wealth has been created post-3.0 acceptance. You can deride my age with the "maybe you weren't there remarks", but I think everyone knows the story. Microsoft had a lot of things bounce its way and then it hit it big and it's been a big, consolidating gravy train ever since. FWIW, I don't think you quite understand how Word and Excel and every other Microsoft product on the desktop came to be so dominant. Hint: it wasn't Microsoft's marketing of those products on a standalone basis. Oracle is surviving a major shift in the RDBMS/ORDBMS/ODBMS craze as well as managing the ERP upstarts incredibly well. That surprised everyone. Kinda like Intel handled the Japanese. Maybe it's just because I believe Microsoft became a monopoly in more than franchise brand name power. Cisco's just too new in too hot a field. They had good management at the right time. People may have thought Bay was a challenge, but they were wrong due to internal factors at Bay. I think for a challenge to be a challenge, it has to be more than just a perception. The world is still waiting for a true challenger for Cisco, IMO. Hey, for Intel, it took decades and a whole country. For now, Cisco owns 90% of a market that's exploding. That won't always be the case. Mike