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

To: Thunder who wrote (51478)	10/18/2000 1:42:22 PM
From: JC Jaros	Read Replies (2) \| Respond to of 74651

"Software is the future," Ballmer said. --- You guys are in trouble. (IMO) -JCJ

To: Thunder who wrote (51478)	10/18/2000 2:09:35 PM
From: David Howe	Read Replies (1) \| Respond to of 74651

<< Microsoft president and CEO Steve Ballmer called a contention by rival Sun Microsystems chairman and CEO Scott McNealy that software is merely a feature of hardware "the most absurd thing I've heard in my life." "Software is the future," Ballmer said. >> I think this is pretty obvious. SUNW / JC are wrong. It's as simple as that. Dave

To: Thunder who wrote (51478)	10/18/2000 2:27:46 PM
From: Bill Fischofer	Read Replies (2) \| Respond to of 74651

Re: Hardware or Software? Interesting to compare this recent stance with an earlier McNealy vintage as seen in news.cnet.com "It's time we face up to what Sun is--we're a software company that ships disk drives and DRAM to run our software," McNealy told the audience

To: Thunder who wrote (51478)	10/18/2000 2:32:49 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 74651

Executives like McNealy and Oracle chairman Larry Ellison -- both of whom are pushing a centrally controlled server-centric IT environment Aren't we moving away from this? Substitute the word mainframe for server, and we are back in the 80's again. SUNW and ORCL just don't get it IMHO. I see a world of the future where PC's which are not actively being used can be used as a powerful parallel processing machine, using software. The whole idea that software is merely a byproduct is asinine, and I am being generous in that description:-) BK