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


To: Milan Shah who wrote (42130)4/14/2000 6:25:00 PM
From: Bob Duncan  Respond to of 74651
 
lol That is hillarious. Remember Milan people like this poster get what they deserve in the end. Irrational investors with idiotic expectations cause days like today. On a positive note, now is a nice time to nibble on MSFT calls - I picked some up at the close. They wont miss earnings or revenue, but I do hope they dont downplay the future for once. Windows 2000 sales are going extremely well, so that should play well for them in the call. Also, Windows 2000 is doing well in benchmarks vs. Unix. We have had great success of late convincing clients to go with Windows 2000 solutions over Unix when price vs. performance is a consideration. Clients with a hole in their wallet we still refer to Unix solutions, particularly those offered by Sun. The way the market is going though, with a lot of clients funded by venture capital, I suspect price vs. performance will become a greater consideration again, which plays into Microsofts hands. (Please dont mention Linux, as while yes, nothing can touch it in terms of price, try convincing an executive to roll it out)

Good luck to all!
bob