Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: sandeep who wrote (51450)	10/18/2000 11:24:02 AM
From: Jack Banana	Respond to of 74651

I thought it was MSFTs fault for everything that happens to SUNW? <g> Jack

To: sandeep who wrote (51450)	10/18/2000 12:00:16 PM
From: alydar	Read Replies (1) \| Respond to of 74651

<<JC, you have identified a trend which has been going on for some time. Software is getting devalued and hardware companies had been doing better. I think the trend is about to change. Also SUNW can't keep up with the growth rates of the last 2 years. The stock is going to crater in the next 12 months and it wouldn't be because of MSFT.>> I think you must distinguish between PC and enterprise software. PC software is being commoditized (i.e., Linux, Solaris, etc.). But there is tremendous value in enterprise software that can save large congolomerates millions or even billions of dollars a year. ORCL saved a billion in one year! How much would GM, GE and other large congolmerates save if they implemented such software. There will always be value in large, sophisticated enterprise software apps. JMO, Bob.

To: sandeep who wrote (51450)	10/18/2000 12:05:31 PM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

No. The trend isn't software *company devaluation (although that's the effect). The trend is devaluation of software itself. --- Why do you think MS is scrambling into network 'services'? --- You might be surprised what SUNW can do. Just with what's on their plate right now, I don't see anything that's going to slow down the growth rate in the time you mention. Although clearly, they're in hyper-growth (a term coined by Adam Osborne, btw) which couldn't possibly last forever, but after the hyper-growth runs it's course, SUNW won't "crater". They'll just settle in to some GE type growth curve. -JCJ