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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (26959)3/25/1998 5:48:00 PM
From: Knighty Tin  Respond to of 132070
 
To All, Not to beat this horse to death, but the optimism engendered by MSFT's puny growth spilled over into the other techs in their comment about unit sales doing well. That means a lot when you have no price competition. But it doesn't mean much to other cos. that have to work for their money. -g-

Anyway, wasn't last quarter the one where everyone stuffed the channel so bad that Compaq had to preannounce? And wasn't that great unit sales growth part and parcel of building more boxes than the market can handle? Cause and effect are a wee bit puny on this tech wreck rally. good luck, MB



To: Knighty Tin who wrote (26959)3/25/1998 9:41:00 PM
From: Rashley  Read Replies (2) | Respond to of 132070
 
2. MSFT is a price-gouging monopoly. Their results have nothing to do with
anyone else who does not have monopoly or, at least, oligopoly pricing power.
The idea that IBM or MU or MOT will go up, when they have NO pricing power,
just because MSFT has muscles to flex, is ludicrous. I know it happens every
quarter during this mania, but just because you howl at the Moon on schedule does
not make it a sane activity. -g-


This is exactly right, but what choice does corporate America have? How much would it cost to change all the desktops in the country to another OS? Now it looks like they ahve successfully fended off both Java *and* the Netscape browser war in the past year, thus ensuring their monopoly stays in place. I don't see an end in sight for their pricing power on corporate desktops, and if they are successful in the back end server dept. with NT, they will elbow the Unix vendors aside.

For the record, I am a Unix programmer now forced to work on the piece of sh*t they pass off as an OS (NT). I am also long MSFT. I figure if they are successful, I will make $ and it will ease the pain of having to use their products. <g>

RA