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

To: cheryl williamson who wrote (11287)	10/12/1998 9:21:00 PM
From: McClam	Read Replies (2) \| Respond to of 74651

Cheryl, Can you tell us how you REALLY feel about MS as an investment, though. Your posts have become much better recently in respect to what MS can and must do to stay profitable. Your earlier posts seem to be mostly anti-MS, pro-Sun propaganda addressing more about MS and their business practices, rather than how their stock may move in the short and long terms. Rudedog seems to feel MS's products could, should, and must become better, although he seems to think MS stock is still a pretty good bet in the long run. What's your take on that question? Do you think MS can be considered a good investment opportunity even if you don't like their products or practices? Feedback would be appreciated. Good investing McClam

To: cheryl williamson who wrote (11287)	10/15/1998 3:19:00 AM
From: stak	Respond to of 74651

cheryl, >>My sense is that MSFT is really an applications software company.<< Hmm, I'm feel the other way about MSFT. I feel they're an O/S company that is given 3 chances to get apps right.(Well 'cept BOB) Most software concerns don't have that kind of luxury. I'm interested in hearing more about why you feel MSFT is an app company. >>They think in terms of features & nice presentation graphics etc...<< They try to, but its not a Mac experience either... >>They have never even come up to the level of Novell in file server technology, let alone enterprise servers. << I see. >>Why would a product mgr. allow a NEW O/S project grow to 30+ million lines of code?? Bulletproof usually means small, tight, and very powerful at the same time<< Shhh. Might wanna keep that one to yourself:)) >>Maybe marketing has taken the place of common sense. << That's what makes Microsoft great! If only a company like Intel could match that kind of excellence. Oops wrong thread. >> They're probably trying to pollute the NT code with hundreds of features that will sell this O/S to the unwitting, untrained, and not- real-bright customer. Talking paper clips, cute graphics that make it "easy-to-use" etal... << lol. Do I detect a bit of sarcasm:) >> They're smart enough to hedge their bets in an increasingly competitive market.<< I agree. Thank U stak