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

To: alydar who wrote (63303)	11/24/2001 5:10:36 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 74651

"The Internet will do it" Let me see if I can understand what you're saying. Over the next decade as computers start to see, hear, and speak as part of their basic user interface this will be done without local processing power? Just shuffle the bits off to a big mainframe (excuse me, server) in the sky? Is that your vision of the future?

To: alydar who wrote (63303)	11/25/2001 1:59:45 AM
From: Charles Tutt	Read Replies (2) \| Respond to of 74651

I'm curious which is currently bigger: answering machines or voice mail (I really don't know the answer, BTW). I think the location of features on PCs vs. on servers is a similar issue. JMHO. Charles Tutt (TM)

To: alydar who wrote (63303)	11/25/2001 2:17:42 AM
From: JP Sullivan	Respond to of 74651

i do not know how msft is going to make any money in ten years. Well, neither do I. But that doesn't mean that they won't. Most people just assume that MSFT is a PC/Windows company. Maybe that is the case for now. But don't forget that this is company that lives on the brink of paranoia with an annual R&D budget of $5 billion and growing (yeah, okay, a few people may argue that part of this amount is not strictly R&D, but whatever the true amount may be, you can be sure it's not chicken feed). Other than the US govt., I don't know of any other organization with a larger R&D budget. That's got to be worth something down the road. And given MSFT's marketing savvy and take-no-prisoners approach, I think the chances of this company continuing to be dominant and successful are very high indeed.