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


To: David Howe who wrote (71386)7/19/2002 4:15:40 PM
From: John F. Dowd  Read Replies (2) | Respond to of 74651
 
DH:
Companies that sell software that have any real meaning any more will be reduced to MSFT, IBM and ORCL. SEBL and SAP have their nitch, but are not serious overall competitors of MSFT

IBM is reduced to pushing Linux which will die
ORCL and SUNW will lose their low end to MSFT (also SUNW will lose out on Java to XML)
SEBL and SAP will be eaten up slowly but surely by MSFT from the bottom up.

JFD