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

To: Proud_Infidel who wrote (51435)	10/17/2000 8:36:08 PM
From: johnd	Respond to of 74651

Thunder, Brian: You have one more who agrees

To: Proud_Infidel who wrote (51435)	10/17/2000 8:59:42 PM
From: axp	Respond to of 74651

RE MSFT has never not gained dominance in an area it badly wanted What about MS Money vs Intuit Quicken? How long are you going to give them? They've been trying for at least 5 years to make a dent in Intuit's market share. Frankly, even though I use Quicken, I wish MS could clean Intuit's clock because Intuit has really dropped the ball on new features and putting out a bug-free product. It's bad for the Windows version and much worse for the Mac.

To: Proud_Infidel who wrote (51435)	10/17/2000 9:13:30 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 74651

I agree MSFT, INTC, CSCO, and EMC have been core holdings of mine for many years and I expect them to remain so for the indefinite future. While SUNW, ORCL, CSCO, and EMC are often referred to as the "four horsemen" of the new economy, it is interesting that Mike Reuttgers (EMC CEO) has publicly stated on several occasions that he believes that number is currently only three (EMC, CSCO, and ORCL). My personal view is that there are really only two (EMC and CSCO) which have durable franchise value in this space. Interestingly while I view both INTC and MSFT as core holdings, I do not consider them to be in the same category as CSCO and EMC in terms of long-term strategic significance. I'm busy watching the 3rd presidential debate right now but will elaborate on this theme in a follow-up post later.

To: Proud_Infidel who wrote (51435)	10/18/2000 12:43:26 AM
From: JC Jaros	Read Replies (4) \| Respond to of 74651

MSFT does one thing -- leverage. They have no leverage against Sun. Why do people think it's 'you just wait until your father gets home' with MS, as if it's some kind of midas machine? It's just not true. They do one thing (generating courtroom headlines, aside). All of their revenue is a result of that one thing. And the thing that they leverage is becoming absolutely devalued by the day. Father isn't *coming home. --- It's the general trend of software devaluing that has kept me from buying ORCL (although, I'm neither much of an Ellison fan). Similarly, EMC derives a significant portion of it's revenue from software (that's my understanding anyway), but they sell a 'product', hardware. EMC is very well run. The storage market is HUGE (huge huge). I own SUNW though and rather than swap out of a percentage of SUNW to diversify into EMC, I hold SUNW (which is also getting into that space) and find diversification into storage that way. -JCJ