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

To: rudedog who wrote (49419)	9/16/2000 8:31:29 AM
From: Harvey Allen	Read Replies (2) \| Respond to of 74651

rudedog- Microsoft is a monopoly and administers its monopoly to generate the greatest return. Any technologies that interfere with the greater return do not get funding or in cases like Netscape get negative funding. It's not that users just don't like it, it's users never get a chance to use it at anywhere near its fully developed potential. I wonder how much of the recent price deflation is people starting to recalculate Microsoft's earnings as a non-monopoly. I think that time is closer than most people expect. Harvey

To: rudedog who wrote (49419)	9/16/2000 12:09:51 PM
From: John F. Dowd	Respond to of 74651

rudedog:Another great post. JFD

To: rudedog who wrote (49419)	9/16/2000 2:41:53 PM
From: JC Jaros	Read Replies (2) \| Respond to of 74651

I began that post wanting to identify the home market seperately, but chose instead to go down a generic PC one size fits all argument. I think in the end, the two markets share a similar outcome; server based computing, except for production workstations. --- In your ideal commercial world, the correct comparison would be W2K instead of Win9x, but that doesn't match up with what's installed or the W2k adoption rate. You're crowing that Windows is becoming more Unixlike as far as administrative futzing goes. Still requiring local admin though and based on the same ol' local user context, it's still far short of the 'better unix than unix' that Bill Gates promised the commercial world oh so many years ago. --- Suddenly 'clients' are becoming free (zero cost). The local OS is becomming irrelevant. Applications are going to the server(s). --- That's a pretty big grenade being thrown into the MSFT business model. If "Studies show that users like 'em better" is the big selling point used by enterprise PC salespeople, they're in trouble. -JCJ