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


To: John F. Dowd who wrote (63842)12/20/2001 4:32:35 PM
From: Uncle Frank  Respond to of 74651
 
It seems like a big deal, but by Monday it will be old news, and soon after, completely forgotten. The Pentium problems didn't leave any permanent scars on Intel.

uf



To: John F. Dowd who wrote (63842)12/20/2001 4:40:51 PM
From: alydar  Respond to of 74651
 
it is very silly that everyone with a certain windows os system has to go on the net for patches. they should be done at the server level (i.e., aol, bol, msn). linux os' with star office are in vogue in 2002.

man, the freight train has just left the gate...

rocky.



To: John F. Dowd who wrote (63842)12/20/2001 5:15:39 PM
From: DiViT  Read Replies (1) | Respond to of 74651
 
"PS Hard to believe that this is worth 2.73. It is a small hole and many O/S have them."

I don't think -4% is related to the "hole" it more of a general market thing. Take a look around,
sunw, appl, intc etc... down 3-5% today.



To: John F. Dowd who wrote (63842)12/20/2001 6:02:47 PM
From: dybdahl  Respond to of 74651
 
The MSFT stock price is made by those who trade the stock, and those people often don't understand simple facts about software. Microsoft is not able to fundamentally change Windows 2000 in the short time there was between the Windows 2000 release and the Windows XP release. Each version of Windows is the same as the previous with some code changed and a lot added.

Microsoft is very good at telling people that each new version is a big step forward compared to the previous version. People without sense for proportions in software development might even have believed that Windows XP is so secure, that it could compare with other operating systems. And now this security issue has shown those people that this is not the case. In other words, the stock has been overvalued by people with false impressions of Windows XP.

The best scenario right now is if those people will start to think that "this one issue doesn't have that big an impact, and the price was probably right before the drop".