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

To: Sir Francis Drake who wrote (22558)	5/12/1999 8:44:00 AM
From: ToySoldier	Respond to of 74651

Morgan, Everything you are saying about how smart and powerful and what great talented depth they have are the VERY VERY SAME words that people like you said about IBM in the late 70s and early 80s. "IBM's wealth and talent allows them to re-invent themselves and even if they arent the fastest at doing that, they have the industry clout to make things go their own way" - famous last words since we all know what happened to IBM and its stock until recently (when the right person finally took the helm). MSFT is SOOOOO much similar to IBM - even down to the Anti-Trust law suit! The one difference between IBM and MSFT is that IBM was and still is vastly larger than MSFT and was several times more diverse then and now compared to MSFT. So your argument that MSFT is not just a "one paradigm" company was yet another argument that the IBM Cheerleaders said to the skeptics in the early 80s. So Morgan, unlike you, I CAN SEE THE FOREST FOR THE TREES - because unlike you, I am not chained on to the TREES like you and many others on this board are. You have trouble believing that MSFT will experience the same fate that IBM experienced through the 80s and most of the 90s because you just don't want to see your gravy train come to an end. Well Morgan, history has ALWAYS PROVEN that all good thing must come to an end. And in the world of high tech, MSFT has been lucky enough to ride a good thing for longer than normal. The new "open standards internet" paradigm stabs right at the heart of what made MSFT so popular in the first place. Their marketing and control of "Close propietary MSFT standards" are what forced most in the desktop/Intel industry to use MSFT. While MSFT has been struggling to release Windows2000 for the past several years, the industry has been removing this MSFT paradigm shackle from its ankle and likes the new feeling! MSFT's "BIG STICK" has been taken away! You can keep your stock in MSFT for the next 5-10 years and watch as better, faster, and newer growing stocks will wizz past MSFT as it tries to re-invent itself and catch up to the new paradigm. MSFT is now too big to re-invent itself on a dime. The recent article in Business Week (that I know you read as it was posted on this board this week) had quotes that showed clear evidence of what I am saying. Paraphrasing one person interviewed from MSFT "...before we could make decisions on the spot what not takes us weeks...". That is the sign of a slow moving lumbering giant. Sorry Morgan if we disagree on this point. I guess I will say the same thing I said to Jim, lets see who was the fool and who was right in 2 years. Toy