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

To: PJ Strifas who wrote (43921)	4/29/2000 10:46:00 PM
From: Frederick Smart	Respond to of 74651

Thanks Peter.... >>You want to change my mind, then have MSFT sell and/or distribute its products without pre-installing them with their OS on new PCs. If they can capture a 50% share of a market in this manner I will be impressed. Until then it's all just hype. Regards, Peter J Strifas>> Well articulated points Peter. Watch out for the giant SPIN machine going forward. I really believe Gates and Balmer thought/believed they had the world by the balls. Their possessive, egotistical, arrogant, energy-taking mindset is nothing more than a black hole supported by the most consumer friendly marketing facade/hype in history on one side with an underbelly of fear, power and control on the otherside. As the net powered forward, with not ONE leading innovation claimed by them, their actions have been a study of "losing it" as they desparately try to claim pieces/influence over an ever growing number of platforms, languages, protocols and shemas: Internet, PDAs, Wireless, VoIP, Cable, Directories, XML, etc. Their only claim to fame is the PC. Light out. Peace.

To: PJ Strifas who wrote (43921)	4/30/2000 3:37:00 AM
From: TTOSBT	Read Replies (2) \| Respond to of 74651

Re: "One question - if Windows was not on 95% of PCs, would MSFT applications be as successful? Without having the advantage of running on Windows and the bundling effect? You can't honestly tell me yes -- But we'll never know will we? Heck we'll never know what we've missed because of the marketplace being skewed so far towards one company too!" I have asked myself after reading this: "Was Windows ALWAYS 95% of PCS?" This reminds me of the story of Job when he asked the Lord "Why?" after losing his family and land to which the Lord replied in part: "Where were you when I created the heavens? Where were you in the beginning you came along later and wish to know why?" Of course these are not direct quotes but my understanding of this biblical story If anyone has the true readings I welcome a better understanding. But please do understand I am only ALWAYS giving my opinion on these threads. TTOSBT

To: PJ Strifas who wrote (43921)	5/1/2000 11:10:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

PJ - your post makes some fundamental errors - common in the discussion about MSFT - which confuse cause and effect. re: You have to work real hard and be somewhat experienced to order a PC today (or the recent few years) that did not have an MSFT OS and Office product pre-installed! You also have to be somewhat experienced to order a PC without a hard drive or a monitor card. Does this mean there is some conspiracy between the manufacturers of those products and the OEMs? No - the reality is that it is a lot cheaper to make a unit that works, and to manage the support costs (the real driver of "standard configurations) with a small number of tested configurations. The days of "roll your own" PCs are long gone. People want products that work, and don't want to have to learn all the tricks of setting up and debugging. The OS and a couple of "bundles" are just additional components in that mix. re: One question - if Windows was not on 95% of PCs, would MSFT applications be as successful? No - and neither would any of the other applications which depend on a standard OS platform. Kind of like the electric power industry at the turn of the century - power came in 25, 50, and 60 cycles, 50V, 110V, 220V, even DC power (still used in parts of New York City until the late 1980s). That meant that your lights, appliances, and other electric devices had to be manufactured differently for different areas of the country, sometimes different parts of the same city. Have you really read the particulars of for instance, the Caldera suit and the evidence presented there? Do you even know who Caldera is? Yes - a company whose primary property is a lawsuit. Give me a break...