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

To: David Howe who wrote (71814)	7/29/2002 7:54:02 AM
From: John F. Dowd	Respond to of 74651

DH: Maybe just maybe the pros are beginning to share the vision and drop their cocktail talk anti-MSFT bias: But analysts, struggling to find positive news in the struggling software industry, seem generally impressed. According to Mary Meeker at Morgan Stanley, for example, the combination of dotnet, new PC-related products, the globalisation of the small and medium-sized software business, the consumer business's drive to profitability and the group's growing market share in enterprise software make for an impressive vision. Few appear fazed by the scale of investment and almost all believe it will pay off. Christopher Shilakes at Merrill Lynch compares Microsoft's strategy to that of Lance Armstrong in the Tour de France. "In the mountain stages, an opportunistic break from the pack, under the most trying conditions, can help build an insurmountable lead," he explains. "This is the highest volume of new products rolling out from Microsoft that we can remember." Among the most enthusiastic analysts is David Readerman at Thomas Weisel. "Microsoft has the strongest (and increasing) competitive advantage across every major enterprise and consumer market. Pick your sector - enterprise versus Oracle and Sun, consumer against AOL and Yahoo, Windows against Linux or Unix. And operating margins could stay about 42 per cent. Microsoft's core tech holding could even be the entire tech sector weighting." JFD