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


To: Andy Thomas who wrote (44763)5/13/2000 8:21:00 AM
From: JC Jaros  Read Replies (1) | Respond to of 74651
 
KEEP THE GOVERNMENT OUT OF IT --- I completely agree. From the MSFT shareholder perspective though it would mean that revenue growth from licensing would pretty much be limited to the U.S.. Now, I'm pretty sure that that would mean the end of the MSFT growth model and result in every MSFT analyst turning their dials to 'dump'. That would mean M$ no longer had leverage overseas. --- See, M$ is absolutely welfare *RELIANT on the government. It is so in a way that it's competitors aren't (SUNW sells hardware/services - Linux is services). --- MSFT shareholders who are bent against Government involvement are bent against MSFT growth (period). It goes beyond hypocricy all the way to comedic irony. -JCJ



To: Andy Thomas who wrote (44763)5/13/2000 8:27:00 AM
From: JC Jaros  Read Replies (2) | Respond to of 74651
 
...this little OS kicks a**... --- Yes, and just imagine what the BIG boy Unix (Solaris) is like! --- Doesn't it occur to you that most Linux installations want to grow up and scale to Solaris on Sparc? -JCJ



To: Andy Thomas who wrote (44763)5/14/2000 3:01:00 PM
From: John F. Dowd  Respond to of 74651
 
Andy: Great Post ! With respect to Linux it is just another IX in fact a misspelled IX and although the entry cost is low it would appear that overall costs might be deceivingly high compared to W2K unless the DOJ thwarts MSFT in the full implementation of the W2K grand plan which no doubt McNealy et al are counting on.

Concerning the gray area. It seems that this might have been addressed when the copy machine came into full with regard to books and sheet music etc. I do not see why those precedents don't apply in these cases as it is just a matter of scale. It would seem clear that if Napster et al. make no commercial profit direct or indirect from their site then the laws governing xerographic reproduction of copyrighted material would and should apply. JFD