Thursday, May 27, 2004


Microsoft is one company about which everyone has had something unkind to say, whether (big picture) they illegally smothered smaller software vendors who might have otherwise survived and succeeded or (small picture) your PC crashed just before you were able to save that 25 page document that took two hours to create.

Of course, many people just hate them because Bill Gates is a rich guy.

One of Gates' biggest natural enemies is a guy called Larry Ellison. Larry's company, Oracle, is busily trying their best to convince the rest of the world that there is an alternative to Windows. Ellison is putting his money where his mouth is.

So, does this mean Microsoft has nowhere to go but down?

I don't think so. If you look at how Microsoft has been spending their cash horde, it's obvious to me that they believe Windows is (long term) not a monopoly. They are acting like they have to find many other opportunities to make money under the assumption that Windows will no long be the big "cash cow".

Time to short? Doubt it.


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