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

To: David Howe who wrote (61990)	10/22/2001 7:25:09 PM
From: Timetobuy	Respond to of 74651

It's ridiculous to think msft will collapse. Why would it? Pcs will continue to sell. Most pcs will continue to be msft OS based. No matter who the box maker is they'll buy from msft (except apple). Msft balance sheet is better than most companies. I still don't think it's going to outperform other selected tech stocks though once the economy turns around. I think it will trade in a large range. If Warren Buffet owned more than 100 shares, he'd likely sell covered calls on it just like he has with KO for years. THAT is where Warren Buffet has been making money on KO after it had it's stellar rise and slowed it's earnings growth. I believe he put himself through school selling cc's on KO.

To: David Howe who wrote (61990)	10/23/2001 3:09:28 AM
From: dybdahl	Respond to of 74651

Having Microsoft collapse is most unlikely - the market doesn't change that fast. But Microsoft's future depends 100% on their .net technology. During the last 10 years, volume has been extremely important, and Microsoft did that well. During the next ten years, it will be extremely important to have a contract with customers that make it easy to get money from the customer for services. This means that Microsoft needs to get customers on a contract and needs to get their credit card numbers or something else, depending on how you do payments in the country you operate in. After that, they need to sell services. If they succeed well, they just need to change the company name from Microsoft to "Microservices". If they fail, their growth becomes negative. Lars.