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


To: alydar who wrote (43763)4/28/2000 12:52:00 PM
From: TTOSBT  Respond to of 74651
 
Re: " This company and stock is dog until if and when they can re-invent themselves to be a real player in the internet space."

Just as csco is to routers so will MSFT be to server-sw on the internet. That's what this case is all about. McNealy of SUNW is so worried that WIN/iTEL/DELL is going to take over and dominate the internet buildup that he has keep the pressure on in the courts ala his side case with Java(lava). Not to mention Steve Case's AOL worries that MSN is charging ahead with "6 FREE MONTHS" everyday web services.

In a quarter where Jan/Feb and more than half of march produced $5.66billion and the latest product then surged it shouldn't take too much longer for the stock price to realize where the true value lies? IMO

TTOSBT



To: alydar who wrote (43763)4/28/2000 1:29:00 PM
From: rudedog  Read Replies (1) | Respond to of 74651
 
blisenko - re: "the network is the computer"
That was a catchy phrase that made a lot of money for SUNW, but technically it is nonsense, and never did have anything to do with any real products SUNW produced. There is no "network" without computers, and no need for a network without computers and the information they store, process, and deliver. And computers need software...

Look at where the money is being spent in the internet buildout, and tell me how much of that is "network" technology versus computer based information technology.

Sorry, but the meaningless but catchy marketing phrase does not carry much weight, at least with me.