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: Dave who wrote (56421)	3/2/2001 12:48:20 AM
From: David Howe	Respond to of 74651

<< But that will represent a declining revenue base because (1) Microsoft's prices (how many hundreds of dollars is Office now?) will have to go down to compete with the upstarts >> I'm not sure who the upstarts are, but there is no way that they will lower prices to compete with whoever they are. There are no serious challenges to their Office product. IMO, there are less challenges to their Office product now than there were a couple of years ago. There are reasons why growth in this area has slowed, but I don't think it's because of competition. << (2) the slowing economy will shrink the overall market. >> True, The bet here is that the slowing economy will eventually recover. The market is currently attempting to adjust share prices for the fact we are in a recession. Assuming the economy gets back on track in a year or two, share prices will move higher as a result. If the economy never recovers, than my argument loses and yours wins. << And whatever the outcome, the antitrust case is not going to help. >> An awful outcome was factored in until recently. There's still a good deal of uncertainty built into the share price. My bet is that the appeals court will rule on MSFT's side for the most part (ie. no breakup). The fairly positive result and the lifted uncertainty will help the share price, IMO. Dave

To: Dave who wrote (56421)	3/2/2001 1:55:26 AM
From: sandeep	Read Replies (2) \| Respond to of 74651

Even thought the Nikkei fell from ~40,000 to 15,000 etc and stayed there for 10 years, Sony and many other innovative japanese companies did much better than that. US is a hotbed for such companies, the indices get rebalanced all the time. Don't count on US averages staying down for as long as the japanese. US also doesn't have the banking problems that japan still has and also people want to move here, always have - when did people really move to japan ? I think these comparisons are idiotic at best.