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

To: johnd who wrote (50044)9/26/2000 6:42:28 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
Microsoft Corp. Reiterated 'Buy' at CIBC
9/26/00 11:57:00 AM
Source: Bloomberg News

Princeton, New Jersey, Sept. 26 (Bloomberg Data) -- Microsoft Corp. (MSFT US) was
reiterated ''buy'' by analyst Melissa B. Eisenstat at CIBC World Markets. The price target is
$89.00 per share.



To: johnd who wrote (50044)9/26/2000 7:46:33 PM
From: JC Jaros  Read Replies (2) | Respond to of 74651
 
Microsoft will be the leader of the new economy. --- Oh no! Not *another* new economy! That's going to confuse the hell out of the FED.<g> --- John, just as IBM didn't become the leader of the PC paradigm, MS will not become the leader of the 'networked' paradigm. In the entire history of commerce, no company has made the transition. More than an axiom, it's like a law of nature. --- And as long as MS remains focused on 'winning' instead of 'settling', they're not going to be leading *anything. --- The breakup order is a non-starter. This whole thing can be put to bed, just as prior to judgement and remedy (IMO) with one very simple act; publishing the source code for the MS operating system. It really is (I think) that simple. They couldn't make than a remedy without MS posturing with some flag waving outrage that the govt wants to confiscate it's property. It *is though all I think that's needed to get US Govt and European prosecuters off it's back. --- New economy 'competitors' have open everything possible. OLD economy companies cling to the proprietary. -JCJ



To: johnd who wrote (50044)9/27/2000 4:57:16 PM
From: dybdahl  Respond to of 74651
 
Actually, at Oracle, everything origins in their database technology. At Intel, everything is about chips. At Dell, everything is built around the PC. At Sun, everything focuses on Solaris. At Microsoft, everything is about software for the PC.

The PC is becoming less and less important. The new economy is about leaving the PC and still be connected. Leaving Microsoft and still do business.


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