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: KM who wrote (13363)	12/20/1998 12:05:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

I realize CSCO and Intel are dominant companies in their industry. My problem with their PEs (especially Cisco) is that they can't "hook" in customers like Microsoft can. That is, they don't have a USER INTERFACE. If you replace the hardware of either company, users will not really be affected - But if you change software(MSFT), users have some training time to invest. This is why I find it hard to invest long term in CSCO but short term I am still looking for my opportunity. IF Nortel networks for example, gets aggressive in their marketing , Cisco will suffer from this pricing pressure resulting in a reduced growth rate (not yet but maybe a few quarters from now). This probably won't happen to CSCO or INTEL but I have to say that MSFT is definately more protected from competition in their businesses. Don't get me wrong, I think these stocks are all moving MUCH HIGHER in the next month or two. I am justifying why I prefer MSFT over them. I will move money into these two companies though.

To: KM who wrote (13363)	12/20/1998 12:08:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 74651

All my eggs are in one huge basket -- called Microsoft. Hey, Trufflette & Tech2000, might as well "bite the bullet" and pick us some CISCO, AOL, and maybe DELL. You might be able to pick them up on a downturn the next two weeks, but I bet the downturn price would be more than you would pay tomorrow. Msft is 28% of my portfolio, and I expect big things this year, but the other 3 look great!

To: KM who wrote (13363)	12/20/1998 12:10:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

Anybody seen those new MSN Internet Access commercials on TV. I think it is about time. They are now able to advertise their Internet Access service effectively and at the same time promote the MSN portal site. I am finally impressed with this side of their business. Once I had subsribed to their internet access service -- but it was awful (at least in Canada). It is about time that they finally improved. I think I will switch to them soon. This side of the business will be the best surprise in the coming quarters. Since it the internet business, you know what that means. Higher PEs.