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

To: Michael L. Voorhees who wrote (45517)	5/28/2000 1:08:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

Michael - I have to assume from your comment that you don't understand anything about the history of the PC business or the role that the standardization of the platform under the MS OS stack had in allowing volume components to develop. The cost of the OS itself is trivial in the price of a PC - something like $50 out of a cost of goods of on average about $1500. If it was free it would not make any difference - rebate programs many times the cost of the OS are routinely run... It is the role that MSFT plays in creating both programming and hardware standards that allows component vendors to confidently design, and for the OEMs to take advantage of that commonality. If that commonality is removed, DELL and CPQ get to play the same game SUNW does - take ownership of everything in the stack, drive standards where you can. There is a reason that SUNW gear costs three times as much as Wintel gear of the same performance. One of SUNW's obvious goals is to drive the WinTel price model up into their space so they can enjoy a few more years of living high on the hog at customers' expense.