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

To: globestocks who wrote (48641)	8/23/2000 2:15:55 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 74651

msft was assigned this valuation with the assumption that they would win in the enterprise with sql-server and other enterprise offerings, and they have lost that battle, with really no chance of regaining momentum, imo. The wildcard is that .net initiative but man is competition fierce for that. So taking the bullish arguments about the value of msft post-breakup, I know I was saying msft was an apps company (ms-office), an OS company, and an enterprise apps company. Now I think the third one is irrelevant. And the second one (OS) is marginalized since they won't win the third. So the question is how much is an os and desktop applications company worth, broken up or no.

To: globestocks who wrote (48641)	8/23/2000 3:11:59 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 74651

If they build a "new" PC OS, people will be confronted with a choice of whether or not to switch to it. At that point, they might choose instead to switch to something else, especially if the transition to the something else involves a similar magnitude of pain. The same kind of thing pertains to Itanium. Will Intel be able to convince people to choose IT as the next in the progression, rather than some other available choice? I think AMD, e.g., is counting on being able to provide a less painful transition to the next level. Even Intel seems to be hedging its bet with increased emphasis on the ARM architecture. (BTW, does MSFT have ANYTHING that runs on ARM?) Microsoft owes its existence in some sense to having been able to slip into place at a point of dramatic change, as PC's began to displace 8080 and Z80 based computers using CP/M and the S100 bus. Dramatic change by its very nature involves risk for the ensconced. JMHO.