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

To: ToySoldier who wrote (12684)	11/28/1998 12:12:00 AM
From: Exacctnt	Respond to of 74651

Toy, I certainly would expect you to bet on IBM. In fact, I think you are. Your single industry scenario has merit, but in my opinion not relevant unless there is proof that the software industry is dying off. The many sub-industry sectors that IBM rely's upon affects them both positively and negatively. It protects them when weakness occurs in one or more sectors and also harms them when all sectors are not experiencing high growth. IBM's stock price action has been remarkable year-to-date. Going forward however, it is hard to justify additional price appreciation when growth is under 10%. Then again, when looking at those internet stocks, who knows. Regards, Bob

To: ToySoldier who wrote (12684)	11/28/1998 10:31:00 AM
From: DownSouth	Respond to of 74651

>if I had to bet my long term investment future on one or the other - I would put all my money on IBM! And over the past year my shares would have made a great return! If you invested, Toy, but you don't. BTW, an MFST investment 1 year ago would have done much better: techstocks.com

To: ToySoldier who wrote (12684)	11/28/1998 11:23:00 PM
From: Gerald Walls	Read Replies (2) \| Respond to of 74651

IBM has a lot of sub-industry sectors to fall back on if one areas gets hurt. What would happen (heaven forbid that it ever would for the sake of all the MSFT investors) if MSFT's msrketshare in the software arena were to collapse because of one of many reasons? MSFT woudl be in deep kaka! What percentage of MSFT's revenue is made up of software revenue (70% - 80% - 905)? Name one sub-industry within IBM that makes up any more than 30% of their business? Oh, my. The way you group everything MSFT does as "the software business" a perfectly valid answer to your IBM question would be "the hardware business." Are you talking about MSFT OS business, their entertainment SW business, their Internet SW business, their educational SW business, their Office application SW business, their non-Office application business, or what? Toy, have you noticed how that now that there's a standard OS for hand-held and palm computers, Windows CE, that there are light versions of popular software programs becoming available for them? Like Quicken? Too bad for the Palm Pilot, I guess, as it finds it's niche as the next MacIntosh. At least it'll stay popular with the Microsoft haters. Good for MSFT shareholders as this will be a very quickly growing market for several years. These suckers will eventually become as common as cell phones if not pagers. Of course, since it will increase the percentage of MSFT's "software business" you'll probably try to spin it as a negative.