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


To: Timetobuy who wrote (61805)10/21/2001 9:07:17 AM
From: Bill Fischofer  Read Replies (1) | Respond to of 74651
 
You're welcome. The sooner people understand that the "Heathkit era" of PCs is over, the more the world will begin to make sense.

Regarding need. Look around you and ask yourself how much of the stuff you see did you buy because you really "needed" it? In the consumer space satisfying basic "need" often ranks quite low on the list of priorities. Think anyone buys a $100 pair of Nike shoes because they really "need" them?



To: Timetobuy who wrote (61805)10/21/2001 9:13:43 AM
From: alydar  Respond to of 74651
 
<<The frequency of replacing pc's is going the direction of the frequency of replacing any other saturated market item such as cars and refrigerators. They still sell, but the growth of the market is limited.>>

true enough. i bought a pc with windows me about 1 year ago. i can live with it because it crashes a few times a week. the next machine i buy will be a device that utilizes the asp model. in that case i do not have to know anything about how the darn thing works. just fire it up and you would have something similar to aol or msn but with your customized applications on it.

the problem is the asp model is going to based on the database as the platform (i.e., orcl 91 with RAC) and various applications from thousands of application vendors. applications in the future will be written to the database not the OS. in that respect, both ibm and msft are years behind orcl in technology. Real Application Clusters (RAC's) is a very NEW and powerful technology that will enable ASP's to flourish.

God Bless America, rocky.