How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 478.53

-1.0%

Dec 12 9:30 AM EST

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To: Art Bechhoefer who wrote (34703)	11/23/1999 6:25:00 PM
From: John F. Dowd	Read Replies (1) of 74651

AB: That is a stretch. MSFT sales to OEM box maker not the same as Market Basket's sales to me, a consumer. IBM-NY not in the same area (geographical) as Dell-Texas. But of course you will say that doesn't apply here and you would be right. This parable is not very apt. Supermarkets/retail not = to Box Makers/Manufacturing. The thought of MSFT abusing IBM in the marketplace is laughable when considering the relative sizes of the companies at the time and the fact that IBM was a competitor of MSFT's in the O/S arena. JFD

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