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

To: David Howe who wrote (66635)	4/2/2002 10:04:35 PM
From: nommedeguerre	Respond to of 74651

David, Whatever Dave; care to reiterate again how Virtual Butlers are going to drive processor demand... You are correct in that Linux has nothing to do with the decline over the last few years, but the past is irrelevant. What's important is the effort that is going on in the Linux world and where that will be in 5 years or less. Not good for producers of software apps which have no real advanced technology in them and rely on a single platform. Solaris may die but Sun sells hardware and services. IBM sells hardware and services which now run Linux. All the PC boxmakers sell hardware which can run Linux; even Apple. Where does this leave Windows? Cheers, Norm

To: David Howe who wrote (66635)	4/2/2002 10:12:28 PM
From: nommedeguerre	Read Replies (1) \| Respond to of 74651

Dave, "You're posts today are like saying that Walmart's stock fell because someone just opened a mom and pop drug store on the corner of 3rd and Main." Getting a little nervous there Davey? All my posts say is that the trend is towards Linux and the momentum is building. What you really meant to say is that Sam Walton just opened his 30th store in Hicksville, USA, but your K-Mart stock is going to keep kicking his smalltown ass because he only sells cheap crap at WalMart and nobody wants cheap in America... Cheap sells, but FREE spreads like a Windows virus in a Word Macro. Cheers, Norm

To: David Howe who wrote (66635)	4/3/2002 12:52:06 AM
From: Dave	Respond to of 74651

Stop blabbering about nothing. Lighten up, Dave. And I'm not just talking about your position in MSFT. That is lightening up by itself, the hard way. Linux has nothing to do with this. You're posts today are like saying that Walmart's stock fell because someone just openned a mom and pop drug store on the corner of 3rd and Main. A better analogy would be if some mom and pop drug store announced that it was setting up a network of mom and pop stores around the world, and they were all going to give away clothes for free with the express goal of putting Walmart out of business, and they were having all the clothes made by a world-wide consortium of millions of eager volunteers, from hobbyists to PhDs and professional clothing experts, all hellbent on destroying Walmart. And Walmart's competitors contributed billions of dolars to help make this vision a reality. And simultaneously and serendipitously, courts around the world acted to prevent Walmart from forcing this broad "mom and pop" consortium out of business with anticompetitive measures. I'd say if that happened, Walmart's share price would take a little hit. Dave

To: David Howe who wrote (66635)	4/3/2002 3:00:57 AM
From: dybdahl	Respond to of 74651

This is partly right. It's true that Microsoft doesn't lose money directly on lost sales, but if open-source had not been around, the world would have looked much different today. Maybe we would all surf MSN instead of the Internet, maybe there would have been not one but three trials trying to split up Microsoft. One thing is sure - without open source, Apache wouldn't be around and the most widely used webserver would be Microsoft's. Since Microsoft normally only earns big money when they dominate a market, I think it is correct to say that open-source hurts Microsoft earnings. Dybdahl.