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

To: McClam who wrote (11300)	10/12/1998 9:57:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 74651

Some interesting survey results on OEMs from VARBusiness Magazine... Novell A Winner in Partnership, Support techweb.com Who's Who In ISS? There's No Question Novell Is No. 1 techweb.com Boot Camps Give Novell A Leg Up In Loyalty techweb.com hmmmmm Toy

To: McClam who wrote (11300)	10/13/1998 2:03:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 74651

McClam, Rudedog seems to feel MS's products could, should, and must become better,... I agree with Rudedog. Whether it will happen, however, is an open question, and I won't pretend to have the answer. I'm pretty skeptical, though, because of MSFT's mgmt. and their history. IMO, MSFT's vision of computing was molded by their experience with IBM & they still have some of IBM's old habits. Beyond that, they have no credible answer for thin client technology, which will soon provide cheaper, equally powerful computing appliances for home & office, and they have no answer for Java. In the unlikely event that anyone in Redmond would listen to my advice, I would say: stick to the knitting and produce high- quality, portable, personal productivity applications & make that the core business. Forget about high-end servers & enterprise systems & trying to continually bind users of your applications to your O/S & ever-bigger PC hardware. Thin clients have already dropped PC margins drastically, so that 40% of those sold now are under $1000. That trend will continue to gouge the margins of PC hardware, peripheral & software makers. I can't comment on MSFT's other businesses and their prospects for success, because I don't know anything about them. I wouldn't buy MSFT at the current p/e of 50+, and I think it will be difficult to increase as long as their eps is around $2.00/year. However, if MSFT is betting the farm on NT 5.0, I would sell now. JMHO, not intended to be investment advice. cheers, cherylw