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

To: Andy Thomas who wrote (50908)	10/9/2000 9:02:36 PM
From: alydar	Respond to of 74651

<<yes the rumor of the coming thin clients almost rang true when local storage was still a bit of a cost issue a few years back. with local storage now so cheap the only compelling feature i can think of for thin clients is the reduced form factor.>> Ever consider that the entire concept of ASP's might just take off and be the future of computing. In that case, you do not need a hardrive. The only thing you need is a Sun-Micro-System that can handle big freaken bandwidth. The OS on the desktop is not an issue. You can use Windows, OS X, Redhat, VA Linux and on, and on.... The OS will have a price point of zero. It the richness of the ASP's applications that are important. MSFT's real competition is AOL and its future ASP application suite. They have already lost the b-b market to ORCL, ARBA, CMRC, SEBL, SAP and SUNW because they are so far behind. In fact, I do not think they can really compete with AOL either in the consumer space. Where does that leave them? Thats why the stock price is down. Bob.