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

To: paul who wrote (4169)	11/30/1997 12:04:00 AM
From: Kashish King	Respond to of 74651

HP is not a technology company at least in the sense of computer systems they are a repackager...then again HP's biggest source of profits come from Printer Cartridges and microsoft doesnt seem to be wanting to get in that business. HP has an astonishing array of factory automation and electronic test equipment, high-performance ATM networking equipment, multi-gigabit networking products for fiber-optic and wireless communications technology. They not only design and manufacture the integrated circuits for much of that, they sell those chips on the open market. Printers and calculators notwithstanding, HP is an extremely high-tech company. They jointly developed MMX with Intel and they are jointly developing the P7 that will host their next generation 64 bit operating system. I think Microsoft investors would do well not to get too complacent about things. Microsoft is very low-tech in comparison to a company like HP or Sun and having a monopoly on their legacy OS doesn't change that. Bookmark this post with the following prediction: Microsoft's low-tech, legacy software products are going to come under extreme pressure in the next quarter as more powerful hardware allows the adoption of the next generation of computing environment to proliferate. IBM, HP, Intel and Sun will be teaming up with a virtual army of software developers to replace Windows low-tech, proprietary software platform with something more modern, more meaningful and more powerful than Microsoft's failed component/networking architecture.