Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: cheryl williamson who wrote (11157)	10/7/1998 8:30:00 PM
From: Rusty Johnson	Respond to of 74651

Not to mention ... Windows 95 locked up on me (again) last night. I'll never buy Windows 98 let alone Windows NT. Microsoft server wouldn't allow me to access an Expedia map in an e-mail message tonight. HotMail is hosed because they want to use NT. Bill Grates on the cover of Forbes lost his charm a long time ago. Jini. Embedded chips ... JAVA, Jini, Linux ... NT too weak and expensive. Desktop computer is giving way to "information appliance". (See Forbes,10/19/98, page 154, "The Tyranny of the Computer".) Windows CE ... bust. Linux from smartcards to supercomputers. Merced will be a watershed for Linux ... and Intel realizes it. Linux mascot Tux (the penguin) is cute and lovable ... Microsoft mascot Bill (the weasel) is ... well ... Bill. MSFT has taken the short term view and screwed every partner. Those of us running Linux are thrilled to use a REAL operating system that never freezes, locks up, crashes or gives us an "unkown error" message. (Elderly men have experienced "morning wood" like a teen.) On the plus side I still think Bill has a bright future in the used car business and there's money to be made on Office for Linux. From my buddy g_m10 on the Linux thread: Microsoft has in fact been successful because the company consistently delivered products that were at least 80 percent as good as its competitors' products at 50 percent of the price. Now, let's say a new competitor appears that delivers a product that is at least 80 percent as good as Microsoft's product but at 0 percent of the price. What do you think would happen? Of course, we don't have to guess what would happen--we can all watch the blossoming of support for Linux and try to figure out how the scenario will unfold over the next several months. This is far more entertaining than watching the Dow Jones averages, waiting for the Japanese to make up their minds over what to do with their crumbling economy or joining the office pool on the official release date for Windows NT 5.0.... Linux has an advantage here. At least this operating system is beginning with reliability and moving to ease of use instead of the reverse, which is where Microsoft stands.... www5.zdnet.com Got ... Linux? Linux ROCKS!

To: cheryl williamson who wrote (11157)	10/7/1998 9:38:00 PM
From: J Krnjeu	Read Replies (1) \| Respond to of 74651

Ms. cheryl williamson, <<<LR, RE: In 5 days, MSFT has lost approx. 16 points. Why? Well, MSFT is trading @about 50x earnings. It's probably lots of bad news coming home to roost at once.>>> Or could it be that entire market is down and MSFT is holding up well as the financial experts have said and its just your wishful thinking. Thank You JK

To: cheryl williamson who wrote (11157)	10/8/1998 12:24:00 AM
From: ed	Read Replies (1) \| Respond to of 74651

Well, you know that Lnux is more of threat to SUNW than to MSFT. NT5 and Unix will share the high end market, and now Lnux will share the 50% of the unix market with Sun Microsystems.

To: cheryl williamson who wrote (11157)	10/8/1998 12:33:00 AM
From: Exacctnt	Read Replies (2) \| Respond to of 74651

Cheryl, Why don't you explain why SUNW has lost approx. 11 points in almost the same time period, which is a much higher percentage loss than Microsoft. Surely there must be an obvious reason for its drop. Afterall, you're such an expert in explaining MSFT's movement.

To: cheryl williamson who wrote (11157)	10/9/1998 12:57:00 AM
From: stak	Read Replies (1) \| Respond to of 74651

cheryl, Thanks for pointing out some of the challenges facing Microsoft. I'd forgotten about some of those on the list. It's quite a long list but nothing looks terminal. What are some things that you consider as iffy regarding NT5.0? Also what would the strongest virtue of NT 5.0 be? >>NT5 is late & iffy<< NT 5.0 is on the top of your list. Is this the most worrisome to you? If not which one would you say is most dangerous to MSFT? stak