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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (7618)	6/23/1998 3:28:00 PM
From: MeDroogies	Respond to of 19080

Just that overall, competition has been heating up...they have more competitors now than ever before, and more people are questioning the quality of MSFT products. Speaking for myself, I rarely heard anyone question MSFT's role in consumer markets as recently as 3-4 years ago. All of a sudden, I have friends who didn't touch a PC before going out and buying something OTHER THAN MSFT products "just because" they don't like MSFT's "monopoly". I am not a MSFT basher. I use their products, like them (but also understand their weaknesses) and have them at home, too. But I also have come to realize that I have purchased zero MSFT products in recent memory, and they tend to be the last ones I look at when I am purchasing. I own MSFT stock, but I also own ORCL and AAPL. I am more likely to buy more of the second two, less of the first. Call it a hunch...I don't think MSFT's valuations will continue to hold up.