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

To: Michael Burry who wrote (2209)	2/25/2000 11:11:00 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 4691

Mike, >Re: MSFT, their real wealth has been created post-3.0 >acceptance. So you write off 15 years of company's existence as being irrelevant and then claim that company is not tested or resilient? >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. You're telling what everyone knows - of course, it was "free" office bundling. But surprise, surprise, Word and Excel existed and competed before this coup-de-grace. They were second and third and not in the left field. Compare that to Microsoft's attempts to get into database field or personal finance software - pathetic. >Oracle is surviving a major shift in the >RDBMS/ORDBMS/ODBMS craze Yeah, and that was/is more hype than reality. Believe me, I know the area, and it was always the same situation as MSFT/Intel: backward compatibility above innovation. So Oracle also had a huge trench. I agree that they had and still have more competitors than Microsoft. >Cisco's just too new in too hot a field. Hmm, I'd qualify that as well. It's a dominant player for already 6-7 years. Was it tested during that time? Yes. Anyway, I enjoy arguing with you, but I'm not sure what we are arguing about. :-))))) It's obvious that each of these tech companies will be displaced by some other company in the next ten years. Maybe one or two will remain leaders. One or two will remain "IBM"s - big but boring. And a couple will die. Surprisingly, I would bet that software landscape will change less than hardware landscape, because I believe that software is more difficult to create and becoming even more so. But then, I'm not a visionary, so probably I'm totally wrong. Jurgis - it's fun to bash Mike while my portfolio plummets ;-P