Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (8557)	11/27/2001 9:55:04 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 99280

I am not convinced the selling in MSFT has ANYTHING to do with MSFT itself I got a channel meeting with some softies at the ungodly hour of 7 AM Thursday before a dog and pony show for the masses of Windows XP and Windows 2000 server platform. I have not a clue if MSFT can get anyone to even kick XP's tires. After market closes Thursday, I will comment if MSFT got anything in it's tank besides the current 5% per quarter price increases, end of all version and competitive upgrade discounts and strict copyright enforcement. I don't think these factors alone will be enough to justify current P/E alone. The end of the competitive upgrade discount policy seems to end within a week of DOJ settlement charges about being a monopoly. Talk about owning monopolistic market share. <g>