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: jim shiau who wrote (16333)	2/18/1999 2:19:00 PM
From: Bretsky	Read Replies (2) \| Respond to of 74651

TO THREAD; WHEN DOES MSFT BECOME A GOOD SHORT TERM BUY ??

To: jim shiau who wrote (16333)	2/18/1999 2:31:00 PM
From: ToySoldier	Respond to of 74651

So you are saying that IBM NOVL ORCL and SUN are not industry drivers huh? Let me see, I can give you 87.1Billion reasons that would argue otherwise that IBM is an industry driver (IBM's revenue for 98). Oracle is the leading and still very strong DBMS of the industry. SUN has the largest marketshare of Unix systems in the industry and is the custodian of the JAVA excitement. NOVL's NDS is by far the industry leader in the next major fad in the industry - Directory Services and they still have the largest percentage of Intel Servers in the industry to leverage their hugely successful NetWare5 and NDS extended services. So I am not sure where your logic is on why these players are not drivers in the industry. I am not saying that the MSFT, CPQ, and INTC of the industry are not drivers - they are. I wont agree with you on DELL and GTW - as they are niche players that are just doing good at this time in the industry history (although DELLs stock would lead one to believe that is coming to an end soon for them). What have my large customers bought lately: IBM, MSFT, ORCL, SUN, Linux, NOVL, CPQ. Dell and GTW I almost never see in my customer base - and before you ask, my customer base is almost exclusively fortune 1000 organizations and more towards the top end of that 1000. Maybe you are working is a different and smaller client scale - Im not sure, but I cannot agree with you on much of your statements. Toy