SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?


To: Charles Hughes who wrote (20762)8/27/1998 2:50:00 PM
From: Charles Hughes  Read Replies (1) | Respond to of 24154
 
My rosy scenario for a stocks recovery:

Ken Starr and Boris Yeltsin have heart attacks on the same day. By the next day, Russia has a new prez and Clinton is out of the doghouse. Then we get the news that global warming was just a data error and all that flooding and icecaps melting and stuff is perfectly normal. We all believe it. The present governments in Asia and Italy then resign in shame and democrats completely unconnected to dictators or organized crime take over via special elections. The Asians then refund Russia and the Russians start feeding their Army. The Italians and Americans, encouraged by the Pope, start transferring technology and investment capital and food and whatnot to poorer Islamic countries and they love us for it and the bombs stop going off.

Shamed by this outpouring of fellowship, Bill G declares he 'made a mistake' and turns MSFT into an open software company.

Everybody starts buying PCs like crazy and we all get our money back. All those formerly virginal 20-something investors forget this little bear moment ever happened and go back to funding their 401k plans.

By the year 2000, the average NASDAQ P/E is a completely normal 300/1.

Hey, It could happen!!

Cheers,
Chaz



To: Charles Hughes who wrote (20762)8/28/1998 1:11:00 AM
From: Bearded One  Read Replies (1) | Respond to of 24154
 
Still, lets not go overboard. The mythical man month effect can be avoided in part, if those folks are distributed in lots of little teams of 4 or 5 people doing individual device drivers and so forth. Windows still has a lot of very discrete components.
Good point. However, if, say, 5 million lines of NT 4.0 was small device driver code modules, I fail to see how there would be more than, say, 10 million lines of small device driver code modules in NT 5.0. The number of devices hasn't grown that much in the last year or so. That still leaves 25 million lines of code to account for.

Besides, they're doing a Directory. The whole point of NT 5 is integration. I realize I'm using a somewhat different form of the word integration, but there is overlap in that high level features of seperate modules rely on each other in an integrated system even if specific code doesn't at a very low level. If my privileges on a system rely on some information on another computer somewhere, then both have to work as well as everything in between.

Anyway, the proof is in the pudding. They're building a directory from scratch, they're late, they're always late, this is bigger than anything they've done before, yada yada yada blah blah blah they're up the creek without a paddle.