StreetAdvisor.com: Out: Microsoft, In: Cisco & IntelApr 02, 2000, 16:33 (8 Talkback[s])
(Other stories by Kevin Prigel)
[ Thanks to Amos Shapira for this link. ]
"Cisco [CSCO] will surpass Microsoft [MSFT] to become the world's largest company this week, and Intel [INTC] is not far behind. There are a few fundamental reasons behind the one-time behemoth's demise, and they lead to only one conclusion: sell Microsoft in favor of Cisco and Intel. Over the past 52 weeks, the market has realized these facts, and Microsoft's stock has languished while Intel and Cisco have soared. But what factors have led to their rise?"
"Operating systems are dead. Companies like Linux, BeOS, and Palm are all striving for the Holy Grail: the transparent operating system. The same devices that drive demand for Cisco's bandwidth and Intel's processors will not use Microsoft's products."
"Real leadership comes from innovation. Cisco and Intel both compete fiercely with rivals and dominate markets because they create the world's most innovative products. Microsoft leads with a monopoly and has largely ignored innovation to favor of integration. Microsoft's monopoly will end suddenly and painfully, and it won't require a government edict."
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