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


To: Dave who wrote (62060)10/23/2001 10:50:28 PM
From: Bill Fischofer  Read Replies (1) | Respond to of 74651
 
Sure you are. You're saying that because the Bank of Japan couldn't "save" the Japanese economy from a decade-long recession that the Fed will have the same problem. But as I tried to point out, without understanding the root causes of the Japanese bubble vs. the U.S. bubble such facile analyses are of little use. U.S. demographics do not support the case for a protracted economic downturn at this point. They did support the case in Japan because the U.S. and Japan are on different demographic cycles. The Japanese refusal to let failing companies fail for most of the 1990s also contributed mightily to the length and depth of their contraction. None of this denial can be found in the U.S., so the circumstances really are very different meaning that no easy analogies can be drawn here.

Obviously 9-11 throws an unknowable wrinkle into everything, but I don't think it changes the overall macro trends in the economy.



To: Dave who wrote (62060)10/23/2001 10:59:26 PM
From: DHB  Respond to of 74651
 
Dave, that seems a reasonable attempt at part ONE of the question, but doesn't come within a whiff of Bills core logic-----Japan refused (and still largely refuses) to allow failing companies to fail. etc.

And that's a fact Jack!!!!!!!!
regards
DHB



To: Dave who wrote (62060)10/24/2001 12:16:38 PM
From: DiViT  Read Replies (1) | Respond to of 74651
 
A little help from Microsoft for your guys...

biz.yahoo.com

Microsoft Releases Office v. X for Mac to Manufacturing
Anticipating November Availability of Native Mac OS X Productivity Suite, Microsoft Offers Preorder Sales for Office v. X; Word X Test Drive Receives 90,000 Downloads
REDMOND, Wash., Oct. 24 /PRNewswire/ -- Microsoft Corp. (Nasdaq: MSFT - news) today announced the release to manufacturing of Office v. X for Mac, its latest productivity suite developed exclusively for Mac OS X version 10.1. In anticipation of Nov. 19 retail availability, Microsoft has been offering preorder sales of the Office v. X suite, generating excitement and anticipation in the Macintosh community.