Re: FW: Appraissing M$ successfullness

[Mitch Stone <mstone@vc.net>]

  In reply to chuck's message sent 11/19/97 11:22 AM:
  
  >Well, don't have solid facts but I'd thought NT sales was
  >largely responsible for the recent disclosure that Gate's
  >net worth ballooned to 44 Billion (of which a lot is MS stock -
  >which brings up another point, if NT is such a lousy
  >product why do private financiers bid up the price of MS
  >stock to the 130's?).
  
  Don't look to NT as significant support for Microsoft's bottom line, and 
  not especially as sustaining their stock price. Last I heard, NT's market 
  share was still in the middle single digits, and Microsoft's PE ratio was 
  around 50:1. (I think some investors need to be reminded that Microsoft 
  has _not_ discovered a cure for cancer.)
  
  >HOWEVER - NT was originally poised to take over the world
  >by running on Intel/Alpha/PowerPC & MIPS, but that threat
  >has been alleviated - support for PowerPC and MIPS has been
  >dropped, leaving the world safe for IRIX and PowerMacs to
  >survive on their own merits. So NT/Mips and NT/PowerPC 
  >should definitely be on the list.
  
  Someone correct me if I'm wrong here, but the NT to PowerPC port was 
  funded by Motorola and IBM, not Microsoft.
  
     Mitch Stone
  +---
     He not only wants to win, but he wants to kill the competition. 
     He wants to bury the wounded. -- James Wallace, on Bill Gates
  
     Boycott Microsoft ** http://www.vcnet.com/bms