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


To: Rusty Johnson who wrote (60677)8/17/2001 5:51:28 PM
From: dybdahl  Read Replies (1) | Respond to of 74651
 
Exactly... What will happen is:

1) MS Office will be ported to Linux, because Microsoft needs to keep a fair market share.
2) Earnings on Windows will drop as Linux can substitute a lot of desktops and servers. I wonder how much those two big websites, that changed from Solaris to Windows (according to latest Netcraft) paid for Windows...
3) Earnings on MS Office will eventually drop as OpenOffice etc. get more widely used. You cannot get $800 a piece if there is another as good a product that is free.
4) Linux distributions will continue to grow, and eventually outgrow Microsoft products in number of programmers, resources available etc.

Microsoft earnings need to come from new tricks like .net and from services. Until now, Microsoft hasn't proved to be a very good online service provider, but maybe that will change. Compared to the Linux world, Microsoft becomes smaller and smaller and will eventually end up being some proprietary software producer that some people buy software from.

Lars.