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

To: JC Jaros who wrote (47980)	7/18/2000 5:43:59 PM
From: SC	Read Replies (1) \| Respond to of 74651

JC, I sincerely hope that SUNW reports an outstanding quarter. I wouldn't want anything to rain on an extended NASDAQ summer rally! Steve

To: JC Jaros who wrote (47980)	7/18/2000 5:48:10 PM
From: Rusty Johnson	Read Replies (3) \| Respond to of 74651

Wall Street Journal "Revenue, meanwhile, edged up to $5.80 billion from $5.76 billion a year earlier." This is not "growth" that people pay 25X sales for. Or 58 times earnings. MSFT's strategy was to run Windows on palmtops to mainframes. MSFT's .net announcement is an admission that it isn't going to happen. Game over. Open architecture wins. Browsers are free. Office suites are free. Of all operating systems ... Windows is the worst. BeOS, Unix (Solaris,AIX, etc.), Linux, Mac OS are ALL much better. We know how MSFT achieved market share now. They broke the law. Sad but true. Most will never accept it but there it is. If you want to own MSFT as a mutual fund ... that's one thing. But seriously folks. If you want an expensive stock ... buy Software.com (SWCM). (There's no point in flaming me ... all I'm saying is, "revenue, meanwhile, edged up to $5.80 billion from $5.76 billion a year earlier.") Best of luck.