SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: Thunder who wrote (51173)10/14/2000 4:25:15 AM
From: axp  Read Replies (1) | Respond to of 74651
 
RE Prowess of Execution into the New Paradigm, as they once did with the PC

Microsoft will have a hard time repeating their performance in the PC space.

MS is a company of programmers from the top down. They do best when selling and marketing to programmers (i.e. people like themselves). Look at how they turned word processing, spreadsheets and email(!) into programming tools. The PC market was wide open for a company that could unleash the programmer in all of us. MSDN, Visual C, vast numbers of APIs and development kits, developer conferences - these were the Microsoft's secret weapons to take over the PC space.

The internet is not wide open the way the PC space was. Many of the people building web sites are not programmers. Microsoft thinks they can turn these people into programmers with Visual Studio.NET, but that remains to be seen.

I'm looking for the right time to jump in because I'd like to make money off of them. But one thing for sure, I'm not going to let them lose money for me on the stock - a point or two down from my entry and I'm out again. I've done that twice looking for the bottom of this thing.



To: Thunder who wrote (51173)10/14/2000 7:40:48 AM
From: Frederick Smart  Read Replies (1) | Respond to of 74651
 
Power Is Shifting Massively To Individuals....

>>This may take some time. I believe Microsoft must re-prove its value as an investment, as many people have been disappointed with how they responded to some recent challenges, such as their current legal mess, for example. We need to see some evidence that the leadership in Redmond has a firm grasp of the current business climate, technology direction(s), and customer needs. For many, investing is an act of faith, and most require some foundation upon which to base this faith; hence, re-establishing investor confidence is a huge challenge and will take time.

To me, this foundation is of equal importance through out. Political aspects (read: legal woes), has become "A Leap", equivalent in importance to "The Leap" into the new IT Paradigm. I don't need further assurance personally, as does the market. BWDIK, I'm just a lowly holder of a "old economy" stock, who is here for The long term plan.>>

Here's the problem.

Gate's and Microsoft travelled along the road of individual empowered technology WITH an endless caravan of hidden agendas attached, buried, hidden to the outside/inside and throughside of their game. This turned the PC into the hated necessary evil that it is today. And the Internet is simply the light at the end of a very long, dark tunnel.

You cannot change their spots.

It's there. It's fixed in a mindset that has always said "we are smarter then the rest of you." Period.

With each passing day there's growing evidence that Microsoft's power is fading. They're becoming irrelevent.

Why?

Because their paradigm is based on power and control which creates friction, limitations, restrictions and transparency issues.

And the pure core power and nature of the REAL Internet is
eliminate - OBLITERATE - all friction, limitations, restrictions while forcing openness and transparency into everything on a worldwide, massive scale.

The REAL Internet is about ONE thing: making bandwidth smart. Smart enough for people to find, help and serve -openly, transparenty while protecting my privacy and security - WITHOUT being bogged down in someone's technology power/control paradigm.

Right now, bandwidth is DUMB. And the only power that's going to make it SMART will be the power, energy, light and love from INDIVIDUALS who want the TOTAL/COMPLETE freedom to embrace, live, walk, talk and share in massively leveraged ways which CAN radically, totally and completely make this world a better place to live.

What I'm talking about is that we are at a time in world history where everything being exposed and fused at the same time base on these timeless values and principals of truth that drive everything in the universe.

We are moving massively away from the control/power paradigm of BUSINESS which placed the individual below the collective of companies and corporations....to an energy/freedom paradigm of SERVICE which places the INDIVIDUAL at THE most powerful point in any technology/data/information distribution/development model.

From here on out, it's going to be INDIVIDUALS FIRST and everyone/everything else SECOND.

The redundancy, madness and meaninglessness of technology development which serves companies/corporations/governments first and individuals second is being exposed as tail chasing charade.

DOT.COM is simply NOT.COM

The REAL Internet is about ME first and everyone else second. Each individual helping and serving OTHERS. The REAL Internet will allow 500,000 INDIVIDUALS who want to help and serve "ME" to earn some of "MY" time and trust to do so transparently and automatically in much more directly leveraged personal ways.

Then I in turn can turn around and help and serve 500,000 others INDIVIDUALS who could use some of my energy, time, trust, skills, ideas and love.

Right now the world has it all bass ackwards. INDIVIDUALS are SERVING companies, corporations and governments and we don't even realize how it got this way. We just go on believing that it's "always has been this way" and thats that.

The result of all this is simply more friction, restrictions and limitations which are fueled/fired and fed by the illusion of fear, power and control.

There is no question that INDIVIDUALS are THE source of ALL energy, light, power and love. We have this energy inside of all of us. And if we don't believe this we've just have been disempowered by something/somewhere/sometime duringn out lives out of choice to believe otherwise.

When I state all this, what I'm really getting to is the END GAME - the LAST FRONTIER....THE INDIVIDUAL.

Gates, Balmer and Microsoft - and a lot of other technology companies - want to GET BETWEEN me and other individuals that I may want to help and serve. And he wants to do it in a way that appears to have "me" and my interests at heart, but there will always be a hidden agenda of restrictive covenents, technologies, bits and bites that will limit my choices.

They have done this masterfully for the first 20 years of the PC revolution. Intel was a willing conspirator. The OEMs all fell into line. Then the inevitable antitrust case came along.

But the Eveready Bunny keeps going. Microsoft has been a massive/massive power/control paradigm that has fed off the risks that others take.

The veil has been pulled on these folks.

I respect Gates - the person - but there's a completely different culture that have woven itself around Microsoft that has been materially called into question.

They just "don't get it."

The world is moving massively away from their mindset.

MSFT fair market value should be in the mid $20's just as Bill Parrish (www.billparrish.com) predicted over a year ago when he exposed the financial side of this power/control pyramid.

I'd like to believe that Gates could completely invert from a power/control business paradigm to the energy/freedom service paradigm. But that'd be like Napsterizing Windows. An impossible thought?

It's "the internet, stupid."

Peace.

GO!!



To: Thunder who wrote (51173)10/14/2000 5:07:17 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 74651
 
Microsoft opens test center for e-commerce
By Reuters
Special to CNET News.com
October 13, 2000, 1:00 p.m. PT
AUSTIN, Texas--Microsoft opened a new technology center in Austin Thursday that will allow online retailers and other dot-coms to design and test a variety of tools.

The 12,000-square-foot center will provide a demonstration platform for companies trying to decide between Microsoft-Intel offerings and competing strategies from Sun Microsystems, Oracle and Linux.


The center, Microsoft's second site, will enable companies to accelerate product development and get products on the market rapidly.

Small start-up companies likely will benefit most from the center, said Anitesh Barua, associate professor of information systems at the Red McCombs School of Business at UT Austin.

"It's possibly a great way to try some home-grown technology," he said. "They are providing a one-stop solution to start-ups."

Besides powerful hardware from Dell, a partner in the tech center venture, the 12,000-square-foot Austin center offers security assessments, transaction-cost analysis, testing facilities and scalability trials.

A similar center opened recently in Boston. Within six months, centers planned in Silicon Valley, Chicago and Toronto will open.

Microsoft lags behind Sun Microsystems and Oracle in large enterprise business. But top company officials are vowing to move Microsoft ahead with server and database offerings. Microsoft still dominates operating systems and applications for personal computers.

Story Copyright © 2000 Reuters Limited. All rights reserved.



To: Thunder who wrote (51173)10/14/2000 5:51:00 PM
From: johnd  Read Replies (1) | Respond to of 74651
 
FY01,02,03 will be terrific growth years for MSFT. You see FY00 was an aberration because there was really only ONE new product - Office2000 - that was driving revenue growth. Now take a look at FY01:

Desktop: Windows2000 Pro SR1, Office2k SR1, Mac office2001, WindowsME.,

Enterprise: Windows2000 servers, sql2000, exchange 2000, commerce server, site server, many more

Consumer internet: Pocket PC, MSN mobile, New MSN service, New Win CE3.0

It is new products that drives revenue growth.



To: Thunder who wrote (51173)10/15/2000 11:50:18 AM
From: Thunder  Respond to of 74651
 
From The Register:

So enter the good senator for Redmond, whose broadcast on behalf of the GOP can be used to send out messages without overly incriminating Dubya. (We at The Register, by the way, have no great problem with Gorton doing his job on behalf of his electorate and their sources of employ - the senator for Novell does pretty much the same for the other camp, and 'tis the way of the world.)

*****

If this one plays, Gorton has plenty more ammunition, as he's obviously a lot more directly concerned with saving Microsoft from the noose than Bush is. Gorton's previous pronouncements include:

"Every other time Al Gore's campaigned in our state he's managed to dodge questions about the Microsoft legal action. But we think it's time his feet were held to the fire. What exactly does he think about the Microsoft lawsuit? If he were president, would he support the Microsoft breakup? Do you support your Justice Department's attempt to turn Microsoft into a government-run software company? Do you really think that software will be improved by having Microsoft employees check in with the federal government every time they have a new idea? C'mon, Mr. Gore - we're waiting for your answers...

"This trial started as a sham, was a sham throughout the process, and ends as a sham... According to the crazy logic of this administration, though, if you're successful you must be punished. Slade has stood squarely on the side of freedom and innovation from day one, and he will continue to do so...

*****

That's the sort of stuff Gorton has been saying all along, and of itself it's not news. But if the Bush campaign detects positive feedback from his broadcast, it could well become the sort of thing Dubya starts saying too, and the case would then become a major issue. Meaning big Big Government problems for Al and, not entirely inconceivably, a Microsoft election.


Full article: theregister.co.uk